Darden Wealth Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Darden Wealth 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	$253K	Sell	5,483 -8	-0.1%	-$369	0.1%	133
2026 Q1	$254K	Sell	5,491 -305	-5%	-$14.2K	0.13%	129
2025 Q4	$270K	Sell	5,796 -5	-0.1%	-$234	0.13%	119
2025 Q3	$271K	Sell	5,801 -351	-6%	-$16.2K	0.14%	111
2025 Q2	$284K	Buy	6,152 +30	+0.5%	+$1.37K	0.17%	107
2025 Q1	$282K	Sell	6,122 -318	-5%	-$14.5K	0.22%	83
2024 Q4	$291K	Sell	6,440 -56	-0.9%	-$2.57K	0.2%	86
2024 Q3	$306K	Buy	6,496 +123	+2%	+$5.71K	0.22%	81
2024 Q2	$288K	Sell	6,373 -351	-5%	-$15.8K	0.17%	82
2024 Q1	$307K	Buy	6,724 +157	+2%	+$7.14K	0.24%	81
2023 Q4	$303K	Buy	+6,567	New	+$290K	0.29%	73

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

Darden Wealth Group's IUSB Position: Q2 2026 in Review

Darden Wealth Group reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 0.15% in Q2 2026, selling an estimated $369 and leaving 5,483 shares worth $253K. The position accounts for 0.1% of the portfolio, ranked #133.

Darden Wealth Group first reported a position in IUSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $307K in Q1 2024. 859 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Darden Wealth Group held 5,483 shares of iShares Core Universal USD Bond ETF worth $253K as of Q2 2026.
Darden Wealth Group sold 8 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $369.
iShares Core Universal USD Bond ETF made up 0.1% of Darden Wealth Group's portfolio in Q2 2026, its #133 holding.
Darden Wealth Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 11 quarters since.
Darden Wealth Group's iShares Core Universal USD Bond ETF position peaked at $307K in Q1 2024.
859 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Darden Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.