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Cornerstone Planning Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Cornerstone Planning Group’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 		$15.4M Buy
339,310
+85,646
+34% +$3.95M 1.95% 15
2026
Q1 		$11.7M Buy
253,664
+58,604
+30% +$2.73M 1.56% 18
2025
Q4 		$9.11M Buy
195,060
+14,462
+8% +$676K 1.42% 17
2025
Q3 		$8.46M Buy
180,598
+175,388
+3,366% +$8.11M 1.36% 18
2025
Q2 		$241K Sell
5,210
-3,315
-39% -$151K 0.05% 77
2025
Q1 		$388K Buy
8,525
+1,149
+16% +$52.4K 0.09% 53
2024
Q4 		$336K Sell
7,376
-1,107
-13% -$50.8K 0.08% 52
2024
Q3 		$390K Sell
8,483
-2,402
-22% -$111K 0.1% 46
2024
Q2 		$507K Sell
10,885
-6,574
-38% -$296K 0.15% 45
2024
Q1 		$783K Sell
17,459
-11,230
-39% -$511K 0.24% 30
2023
Q4 		$1.32M Sell
28,689
-17,789
-38% -$786K 0.44% 22
2023
Q3 		$2.03M Sell
46,478
-8,900
-16% -$398K 0.77% 19
2023
Q2 		$2.52M Buy
+55,378
New +$2.53M 1% 16
2022
Q4 		$3.19M Buy
+68,653
New +$3.07M 1.34% 19

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

Cornerstone Planning Group's IUSB Position: Q2 2026 in Review

Cornerstone Planning Group increased its iShares Core Universal USD Bond ETF (IUSB) stake by 34% in Q2 2026, buying an estimated $3.95M and bringing the position to 339,310 shares worth $15.4M. The position accounts for 1.95% of the portfolio, ranked #15.

Cornerstone Planning Group first reported a position in IUSB in Q4 2022 and has held it in 14 quarters since. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Cornerstone Planning Group held 339,310 shares of iShares Core Universal USD Bond ETF worth $15.4M as of Q2 2026.
  • Cornerstone Planning Group bought 85,646 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $3.95M.
  • iShares Core Universal USD Bond ETF made up 1.95% of Cornerstone Planning Group's portfolio in Q2 2026, its #15 holding.
  • Cornerstone Planning Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.