Brookwood Investment Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Brookwood Investment Group’s Portfolio IUSB Stock Details IUSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.67M	Sell	36,088 -5,225	-13%	-$241K	0.19%	113
2026 Q1	$1.91M	Buy	41,313 +19,400	+89%	+$904K	0.24%	94
2025 Q4	$1.02M	Buy	21,913 +2,164	+11%	+$101K	0.12%	163
2025 Q3	$922K	Buy	19,749 +1,529	+8%	+$70.7K	0.12%	160
2025 Q2	$842K	Sell	18,220 -13,150	-42%	-$600K	0.14%	156
2025 Q1	$1.45M	Buy	+31,370	New	+$1.43M	0.25%	70

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Brookwood Investment Group's IUSB Position: Q2 2026 in Review

Brookwood Investment Group reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 13% in Q2 2026, selling an estimated $241K and leaving 36,088 shares worth $1.67M. The position accounts for 0.19% of the portfolio, ranked #113.

Brookwood Investment Group first reported a position in IUSB in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.91M in Q1 2026. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Brookwood Investment Group held 36,088 shares of iShares Core Universal USD Bond ETF worth $1.67M as of Q2 2026.
Brookwood Investment Group sold 5,225 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $241K.
iShares Core Universal USD Bond ETF made up 0.19% of Brookwood Investment Group's portfolio in Q2 2026, its #113 holding.
Brookwood Investment Group first reported a position in iShares Core Universal USD Bond ETF in Q1 2025 and has held it in 6 quarters since.
Brookwood Investment Group's iShares Core Universal USD Bond ETF position peaked at $1.91M in Q1 2026.
855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.