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

Comprehensive 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	–	Sell	-108	Closed	-$4.99K	–	431
2026 Q1	$4.99K	Hold	108	–	–	﹤0.01%	305
2025 Q4	$5.03K	Hold	108	–	–	﹤0.01%	308
2025 Q3	$5.04K	Sell	108 -108	-50%	-$5K	﹤0.01%	273
2025 Q2	$9.99K	Hold	216	–	–	0.01%	233
2025 Q1	$9.95K	Hold	216	–	–	0.01%	214
2024 Q4	$9.76K	Buy	+216	New	+$9.91K	0.01%	245

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

Comprehensive Financial Planning's IUSB Position: Q2 2026 in Review

Comprehensive Financial Planning sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2026, closing a stake of 108 shares — an estimated $4.99K sold.

Comprehensive Financial Planning first reported a position in IUSB in Q4 2024 and held it in 6 quarters. The position peaked at $9.99K in Q2 2025. 854 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Comprehensive Financial Planning reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2026 after selling out during the quarter.
Comprehensive Financial Planning sold 108 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $4.99K.
Comprehensive Financial Planning first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and held it in 6 quarters.
Comprehensive Financial Planning's iShares Core Universal USD Bond ETF position peaked at $9.99K in Q2 2025.
854 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.