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Csenge Advisory Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Csenge Advisory 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 		$14M Buy
303,018
+83,454
+38% +$3.85M 0.57% 28
2026
Q1 		$10.1M Sell
219,564
-5,092
-2% -$237K 0.46% 37
2025
Q4 		$10.5M Buy
224,656
+12,260
+6% +$573K 0.47% 39
2025
Q3 		$9.92M Sell
212,396
-18,105
-8% -$837K 0.47% 37
2025
Q2 		$10.5M Buy
230,501
+2,533
+1% +$116K 0.55% 31
2025
Q1 		$10.4M Buy
227,968
+12,621
+6% +$575K 0.59% 29
2024
Q4 		$9.73M Sell
215,347
-11,629
-5% -$534K 0.53% 31
2024
Q3 		$10.5M Buy
226,976
+46,902
+26% +$2.18M 0.55% 31
2024
Q2 		$8.14M Sell
180,074
-21,417
-11% -$963K 0.46% 38
2024
Q1 		$9.19M Buy
201,491
+55,605
+38% +$2.53M 0.51% 35
2023
Q4 		$6.72M Sell
145,886
-12,800
-8% -$566K 0.42% 41
2023
Q3 		$6.94M Sell
158,686
-5,930
-4% -$265K 0.47% 39
2023
Q2 		$7.49M Buy
164,616
+7,207
+5% +$330K 0.5% 38
2023
Q1 		$7.26M Buy
157,409
+38,185
+32% +$1.75M 0.52% 38
2022
Q4 		$5.36M Buy
119,224
+24,873
+26% +$1.11M 0.42% 48
2022
Q3 		$4.2M Buy
94,351
+61,577
+188% +$2.87M 0.35% 65
2022
Q2 		$1.53M Buy
32,774
+92
+0.3% +$4.37K 0.13% 154
2022
Q1 		$1.62M Sell
32,682
-8,809
-21% -$449K 0.13% 144
2021
Q4 		$2.22M Sell
41,491
-2,584
-6% -$137K 0.2% 96
2021
Q3 		$2.35M Buy
44,075
+2,584
+6% +$139K 0.2% 93
2021
Q2 		$2.22M Buy
41,491
+13,271
+47% +$705K 0.2% 96
2021
Q1 		$1.49M Buy
+28,220
New +$1.51M 0.15% 105

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

Csenge Advisory Group's IUSB Position: Q2 2026 in Review

Csenge Advisory Group increased its iShares Core Universal USD Bond ETF (IUSB) stake by 38% in Q2 2026, buying an estimated $3.85M and bringing the position to 303,018 shares worth $14M. The position accounts for 0.57% of the portfolio, ranked #28.

Csenge Advisory Group first reported a position in IUSB in Q1 2021 and has held it in 22 quarters since. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Csenge Advisory Group held 303,018 shares of iShares Core Universal USD Bond ETF worth $14M as of Q2 2026.
  • Csenge Advisory Group bought 83,454 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $3.85M.
  • iShares Core Universal USD Bond ETF made up 0.57% of Csenge Advisory Group's portfolio in Q2 2026, its #28 holding.
  • Csenge Advisory Group first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.