Cyndeo Wealth Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Cyndeo Wealth Partners’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	$1.96M	Buy	42,411 +11,527	+37%	+$532K	0.09%	189
2026 Q1	$1.43M	Buy	+30,884	New	+$1.44M	0.08%	201
2024 Q2	–	Sell	-79,125	Closed	-$3.61M	–	408
2024 Q1	$3.61M	Buy	79,125 +72,427	+1,081%	+$3.3M	0.3%	100
2023 Q4	$309K	Sell	6,698 -32,492	-83%	-$1.44M	0.03%	311
2023 Q3	$1.71M	Buy	39,190 +4,084	+12%	+$183K	0.18%	136
2023 Q2	$1.6M	Buy	35,106 +2,076	+6%	+$95K	0.17%	143
2023 Q1	$1.52M	Buy	33,030 +16	+0%	+$732	0.16%	145
2022 Q4	$1.48M	Buy	+33,014	New	+$1.48M	0.17%	142

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

Cyndeo Wealth Partners's IUSB Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its iShares Core Universal USD Bond ETF (IUSB) stake by 37% in Q2 2026, buying an estimated $532K and bringing the position to 42,411 shares worth $1.96M. The position accounts for 0.09% of the portfolio, ranked #189.

Cyndeo Wealth Partners first reported a position in IUSB in Q4 2022 and has held it in 8 quarters since. The position peaked at $3.61M in Q1 2024. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Cyndeo Wealth Partners held 42,411 shares of iShares Core Universal USD Bond ETF worth $1.96M as of Q2 2026.
Cyndeo Wealth Partners bought 11,527 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $532K.
iShares Core Universal USD Bond ETF made up 0.09% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #189 holding.
Cyndeo Wealth Partners first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and has held it in 8 quarters since.
Cyndeo Wealth Partners's iShares Core Universal USD Bond ETF position peaked at $3.61M in Q1 2024.
855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.