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Burkett Financial Services’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Burkett Financial Services’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 		– Sell
-485
Closed -$22.4K – 276
2026
Q1 		$22.4K Buy
+485
New +$22.6K 0.01% 141

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LPL Financial
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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

Burkett Financial Services's IUSB Position: Q2 2026 in Review

Burkett Financial Services sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2026, closing a stake of 485 shares — an estimated $22.4K sold.

Burkett Financial Services first reported a position in IUSB in Q1 2026 and held it in 1 quarter. The position peaked at $22.4K in Q1 2026. 854 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Burkett Financial Services reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Burkett Financial Services sold 485 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $22.4K.
  • Burkett Financial Services first reported a position in iShares Core Universal USD Bond ETF in Q1 2026 and held it in 1 quarter.
  • Burkett Financial Services's iShares Core Universal USD Bond ETF position peaked at $22.4K in Q1 2026.
  • 854 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.