CFFP
IUSB icon

Center for Financial Planning’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Center for Financial Planning’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 		$6.6K Hold
143
– – ﹤0.01% 531
2026
Q1 		$6.61K Sell
143
-56
-28% -$2.61K ﹤0.01% 526
2025
Q4 		$9.26K Buy
+199
New +$9.3K ﹤0.01% 500
2025
Q2 		– Sell
-63
Closed -$2.9K – 683
2025
Q1 		$2.9K Buy
+63
New +$2.87K ﹤0.01% 567

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Center for Financial Planning's IUSB Position: Q2 2026 in Review

Center for Financial Planning held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q2 2026 at 143 shares worth $6.6K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

Center for Financial Planning first reported a position in IUSB in Q1 2025 and has held it in 4 quarters since. The position peaked at $9.26K in Q4 2025. 579 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Center for Financial Planning held 143 shares of iShares Core Universal USD Bond ETF worth $6.6K as of Q2 2026.
  • Center for Financial Planning 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 Center for Financial Planning's portfolio in Q2 2026, its #531 holding.
  • Center for Financial Planning first reported a position in iShares Core Universal USD Bond ETF in Q1 2025 and has held it in 4 quarters since.
  • Center for Financial Planning's iShares Core Universal USD Bond ETF position peaked at $9.26K in Q4 2025.
  • 579 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.