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

Daymark 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 		$1.4M Sell
30,286
-816
-3% -$37.6K 0.03% 297
2026
Q1 		$1.44M Sell
31,102
-1,035
-3% -$48.2K 0.05% 250
2025
Q4 		$1.5M Sell
32,137
-1,482
-4% -$69.3K 0.05% 229
2025
Q3 		$1.57M Sell
33,619
-1,354
-4% -$62.6K 0.05% 222
2025
Q2 		$1.62M Buy
34,973
+2,453
+8% +$112K 0.06% 202
2025
Q1 		$1.5M Sell
32,520
-3,531
-10% -$161K 0.06% 192
2024
Q4 		$1.63M Buy
36,051
+19,059
+112% +$875K 0.07% 183
2024
Q3 		$801K Sell
16,992
-849
-5% -$39.4K 0.03% 275
2024
Q2 		$807K Sell
17,841
-1,084
-6% -$48.7K 0.04% 268
2024
Q1 		$863K Buy
18,925
+7,727
+69% +$352K 0.05% 215
2023
Q4 		$516K Sell
11,198
-1,921
-15% -$84.9K 0.03% 254
2023
Q3 		$573K Buy
+13,119
New +$586K 0.04% 224
2023
Q2 		– Sell
-8,531
Closed -$394K – 382
2023
Q1 		$394K Buy
+8,531
New +$390K 0.05% 204

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

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

Daymark Wealth Partners reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 2.6% in Q2 2026, selling an estimated $37.6K and leaving 30,286 shares worth $1.4M. The position accounts for 0.03% of the portfolio, ranked #297.

Daymark Wealth Partners first reported a position in IUSB in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.63M in Q4 2024. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Daymark Wealth Partners held 30,286 shares of iShares Core Universal USD Bond ETF worth $1.4M as of Q2 2026.
  • Daymark Wealth Partners sold 816 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $37.6K.
  • iShares Core Universal USD Bond ETF made up 0.03% of Daymark Wealth Partners's portfolio in Q2 2026, its #297 holding.
  • Daymark Wealth Partners first reported a position in iShares Core Universal USD Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • Daymark Wealth Partners's iShares Core Universal USD Bond ETF position peaked at $1.63M in Q4 2024.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.