Caliber Wealth Management (Kansas)’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Caliber Wealth Management (Kansas)’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	$1.4M	Buy	30,336 +11,541	+61%	+$532K	0.14%	120
2026 Q1	$868K	Sell	18,795 -1,964	-9%	-$91.5K	0.1%	137
2025 Q4	$966K	Sell	20,759 -436	-2%	-$20.4K	0.1%	135
2025 Q3	$990K	Sell	21,195 -1,063	-5%	-$49.2K	0.11%	133
2025 Q2	$1.03M	Buy	22,258 +4,632	+26%	+$211K	0.11%	138
2025 Q1	$812K	Buy	+17,626	New	+$803K	0.11%	138

Other funds holding IUSB

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MAV

Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s IUSB Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its iShares Core Universal USD Bond ETF (IUSB) stake by 61% in Q2 2026, buying an estimated $532K and bringing the position to 30,336 shares worth $1.4M. The position accounts for 0.14% of the portfolio, ranked #120.

Caliber Wealth Management (Kansas) first reported a position in IUSB in Q1 2025 and has held it in 6 quarters since. 386 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Caliber Wealth Management (Kansas) held 30,336 shares of iShares Core Universal USD Bond ETF worth $1.4M as of Q2 2026.
Caliber Wealth Management (Kansas) bought 11,541 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $532K.
iShares Core Universal USD Bond ETF made up 0.14% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #120 holding.
Caliber Wealth Management (Kansas) first reported a position in iShares Core Universal USD Bond ETF in Q1 2025 and has held it in 6 quarters since.
386 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.