Clear Creek Financial Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Clear Creek Financial 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	$5.52M	Buy	119,621 +9,593	+9%	+$442K	0.36%	68
2026 Q1	$5.08M	Buy	110,028 +29,495	+37%	+$1.37M	0.39%	62
2025 Q4	$3.75M	Buy	80,533 +475	+0.6%	+$22.2K	0.31%	69
2025 Q3	$3.74M	Buy	80,058 +4,246	+6%	+$196K	0.32%	67
2025 Q2	$3.5M	Sell	75,812 -15,563	-17%	-$710K	0.33%	63
2025 Q1	$4.21M	Buy	91,375 +13,897	+18%	+$633K	0.44%	45
2024 Q4	$3.5M	Buy	77,478 +11,725	+18%	+$538K	0.38%	52
2024 Q3	$3.1M	Buy	65,753 +10,414	+19%	+$483K	0.35%	58
2024 Q2	$2.5M	Sell	55,339 -268	-0.5%	-$12.1K	0.3%	73
2024 Q1	$2.54M	Buy	55,607 +21,816	+65%	+$993K	0.32%	66
2023 Q4	$1.56M	Buy	33,791 +22,035	+187%	+$974K	0.25%	78
2023 Q3	$514K	Buy	11,756 +1,618	+16%	+$72.3K	0.09%	163
2023 Q2	$461K	Buy	+10,138	New	+$464K	0.08%	189
2022 Q2	–	Sell	-10,883	Closed	-$540K	–	341
2022 Q1	$540K	Sell	10,883 -422	-4%	-$21.5K	0.08%	177
2021 Q4	$598K	Sell	11,305 -51,095	-82%	-$2.71M	0.09%	169
2021 Q3	$3.32M	Sell	62,400 -11,772	-16%	-$632K	0.53%	52
2021 Q2	$3.97M	Buy	74,172 +38,395	+107%	+$2.04M	0.61%	43
2021 Q1	$1.89M	Sell	35,777 -96,074	-73%	-$5.15M	3.79%	8
2020 Q4	$7.2M	Buy	+131,851	New	+$7.16M	1.39%	17
2020 Q3	–	Sell	-516,169	Closed	-$28M	–	170
2020 Q2	$28M	Buy	516,169 +142,407	+38%	+$7.63M	7.26%	1
2020 Q1	$20M	Buy	373,762 +190,094	+103%	+$9.98M	7.6%	2
2019 Q4	$9.62M	Buy	+183,668	New	+$9.58M	3.78%	6

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

Clear Creek Financial Management's IUSB Position: Q2 2026 in Review

Clear Creek Financial Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 8.7% in Q2 2026, buying an estimated $442K and bringing the position to 119,621 shares worth $5.52M. The position accounts for 0.36% of the portfolio, ranked #68.

Clear Creek Financial Management first reported a position in IUSB in Q4 2019 and has held it in 22 quarters since. The position peaked at $28M in Q2 2020. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Clear Creek Financial Management held 119,621 shares of iShares Core Universal USD Bond ETF worth $5.52M as of Q2 2026.
Clear Creek Financial Management bought 9,593 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $442K.
iShares Core Universal USD Bond ETF made up 0.36% of Clear Creek Financial Management's portfolio in Q2 2026, its #68 holding.
Clear Creek Financial Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2019 and has held it in 22 quarters since.
Clear Creek Financial Management's iShares Core Universal USD Bond ETF position peaked at $28M in Q2 2020.
857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.