Castle Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Castle Wealth Management’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	$221K	Buy	+4,783	New	+$221K	0.07%	135

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

Castle Wealth Management's IUSB Position: Q2 2026 in Review

Castle Wealth Management opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q2 2026: 4,783 shares worth $221K. The stake represents 0.07% of the portfolio and ranks #135 among its holdings.

854 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Castle Wealth Management held 4,783 shares of iShares Core Universal USD Bond ETF worth $221K as of Q2 2026.
iShares Core Universal USD Bond ETF was a new Castle Wealth Management position in Q2 2026.
iShares Core Universal USD Bond ETF made up 0.07% of Castle Wealth Management's portfolio in Q2 2026, its #135 holding.
854 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.