Conscious Wealth Investments’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Conscious Wealth Investments’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	$6.16M	Sell	135,156 -598	-0.4%	-$27.6K	3.17%	8
2026 Q1	$6.3M	Sell	135,754 -50	-0%	-$2.33K	3.51%	5
2025 Q4	$6.33M	Sell	135,804 -625	-0.5%	-$29.2K	3.8%	3
2025 Q3	$6.39M	Buy	136,429 +26,826	+24%	+$1.24M	3.79%	4
2025 Q2	$5.05M	Buy	109,603 +877	+0.8%	+$40K	3.23%	5
2025 Q1	$4.95M	Sell	108,726 -16,419	-13%	-$748K	3.44%	4
2024 Q4	$5.66M	Buy	125,145 +1,199	+1%	+$55K	3.84%	4
2024 Q3	$5.69M	Sell	123,946 -4,264	-3%	-$198K	3.92%	4
2024 Q2	$5.85M	Sell	128,210 -2,183	-2%	-$98.2K	4.2%	4
2024 Q1	$5.78M	Sell	130,393 -4	-0%	-$182	4.39%	3
2023 Q4	$5.95M	Buy	+130,397	New	+$5.76M	4.75%	4

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

Conscious Wealth Investments's IUSB Position: Q2 2026 in Review

Conscious Wealth Investments reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 0.44% in Q2 2026, selling an estimated $27.6K and leaving 135,156 shares worth $6.16M. The position accounts for 3.17% of the portfolio, ranked #8.

Conscious Wealth Investments first reported a position in IUSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.39M in Q3 2025. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Conscious Wealth Investments held 135,156 shares of iShares Core Universal USD Bond ETF worth $6.16M as of Q2 2026.
Conscious Wealth Investments sold 598 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $27.6K.
iShares Core Universal USD Bond ETF made up 3.17% of Conscious Wealth Investments's portfolio in Q2 2026, its #8 holding.
Conscious Wealth Investments first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 11 quarters since.
Conscious Wealth Investments's iShares Core Universal USD Bond ETF position peaked at $6.39M in Q3 2025.
857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Conscious Wealth Investments's 13F filing for Q2 2026, filed 11 Aug 2026.