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Burk Holdings’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Burk Holdings’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 		$1.76K Hold
38
– – ﹤0.01% 526
2026
Q1 		$1.76K Buy
+38
New +$1.77K ﹤0.01% 531

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Burk Holdings's IUSB Position: Q2 2026 in Review

Burk Holdings held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q2 2026 at 38 shares worth $1.76K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Burk Holdings first reported a position in IUSB in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.76K in Q1 2026. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Burk Holdings held 38 shares of iShares Core Universal USD Bond ETF worth $1.76K as of Q2 2026.
  • Burk Holdings left its iShares Core Universal USD Bond ETF share count unchanged in Q2 2026.
  • iShares Core Universal USD Bond ETF made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #526 holding.
  • Burk Holdings first reported a position in iShares Core Universal USD Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Burk Holdings's iShares Core Universal USD Bond ETF position peaked at $1.76K in Q1 2026.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.