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Creative Financial Designs’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Creative Financial Designs’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 		$1.77M Buy
38,298
+1,044
+3% +$48.1K 0.08% 208
2026
Q1 		$1.72M Buy
37,254
+1,931
+5% +$90K 0.1% 164
2025
Q4 		$1.64M Sell
35,323
-5,208
-13% -$243K 0.1% 172
2025
Q3 		$1.89M Sell
40,531
-14,880
-27% -$688K 0.13% 148
2025
Q2 		$2.56M Sell
55,411
-16,113
-23% -$735K 0.18% 118
2025
Q1 		$3.3M Sell
71,524
-5,173
-7% -$236K 0.26% 84
2024
Q4 		$3.47M Sell
76,697
-3,577
-4% -$164K 0.28% 79
2024
Q3 		$3.78M Buy
80,274
+5,708
+8% +$265K 0.32% 69
2024
Q2 		$3.37M Buy
74,566
+6,713
+10% +$302K 0.3% 74
2024
Q1 		$3.09M Buy
67,853
+21,236
+46% +$966K 0.29% 77
2023
Q4 		$2.15M Buy
46,617
+1,781
+4% +$78.7K 0.22% 92
2023
Q3 		$1.96M Sell
44,836
-1,255
-3% -$56.1K 0.23% 86
2023
Q2 		$2.1M Buy
46,091
+573
+1% +$26.2K 0.25% 85
2023
Q1 		$2.1M Buy
45,518
+3,687
+9% +$169K 0.28% 80
2022
Q4 		$1.88M Buy
41,831
+1,297
+3% +$58K 0.28% 76
2022
Q3 		$1.8M Sell
40,534
-1,500
-4% -$70K 0.29% 71
2022
Q2 		$1.97M Buy
42,034
+3,068
+8% +$146K 0.32% 71
2022
Q1 		$1.93M Buy
38,966
+7,888
+25% +$402K 0.29% 77
2021
Q4 		$1.65M Buy
31,078
+13,263
+74% +$703K 0.25% 91
2021
Q3 		$948K Buy
17,815
+2,658
+18% +$143K 0.16% 125
2021
Q2 		$811K Sell
15,157
-129,806
-90% -$6.9M 0.14% 131
2021
Q1 		$7.65M Buy
144,963
+27,731
+24% +$1.49M 1.49% 16
2020
Q4 		$6.4M Buy
117,232
+26,427
+29% +$1.44M 1.37% 17
2020
Q3 		$4.94M Buy
90,805
+86,080
+1,822% +$4.7M 1.22% 19
2020
Q2 		$257K Buy
+4,725
New +$253K 0.08% 183

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 1-Year Est. Return

Creative Financial Designs's IUSB Position: Q2 2026 in Review

Creative Financial Designs increased its iShares Core Universal USD Bond ETF (IUSB) stake by 2.8% in Q2 2026, buying an estimated $48.1K and bringing the position to 38,298 shares worth $1.77M. The position accounts for 0.08% of the portfolio, ranked #208.

Creative Financial Designs first reported a position in IUSB in Q2 2020 and has held it in 25 quarters since. The position peaked at $7.65M in Q1 2021. 861 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Creative Financial Designs held 38,298 shares of iShares Core Universal USD Bond ETF worth $1.77M as of Q2 2026.
  • Creative Financial Designs bought 1,044 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $48.1K.
  • iShares Core Universal USD Bond ETF made up 0.08% of Creative Financial Designs's portfolio in Q2 2026, its #208 holding.
  • Creative Financial Designs first reported a position in iShares Core Universal USD Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • Creative Financial Designs's iShares Core Universal USD Bond ETF position peaked at $7.65M in Q1 2021.
  • 861 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.