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

Copia 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 		$6.78K Hold
147
– – ﹤0.01% 377
2026
Q1 		$6.79K Sell
147
-17
-10% -$792 ﹤0.01% 351
2025
Q4 		$7.63K Hold
164
– – 0.01% 345
2025
Q3 		$7.66K Hold
164
– – 0.01% 336
2025
Q2 		$7.58K Buy
+164
New +$7.48K 0.01% 315

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Copia Wealth Management held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q2 2026 at 147 shares worth $6.78K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

Copia Wealth Management first reported a position in IUSB in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.66K in Q3 2025. 854 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Copia Wealth Management held 147 shares of iShares Core Universal USD Bond ETF worth $6.78K as of Q2 2026.
  • Copia Wealth Management 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 Copia Wealth Management's portfolio in Q2 2026, its #377 holding.
  • Copia Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Copia Wealth Management's iShares Core Universal USD Bond ETF position peaked at $7.66K in Q3 2025.
  • 854 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.