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

Destiny 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 		– Sell
-4,341
Closed -$201K – 625
2026
Q1 		$201K Sell
4,341
-408
-9% -$19K 0.02% 228
2025
Q4 		$222K Sell
4,749
-1,346
-22% -$62.9K 0.03% 197
2025
Q3 		$285K Hold
6,095
– – 0.03% 171
2025
Q2 		$282K Sell
6,095
-76
-1% -$3.47K 0.04% 160
2025
Q1 		$284K Hold
6,171
– – 0.05% 133
2024
Q4 		$279K Sell
6,171
-445
-7% -$20.4K 0.05% 139
2024
Q3 		$312K Buy
6,616
+76
+1% +$3.53K 0.05% 125
2024
Q2 		$296K Sell
6,540
-214
-3% -$9.62K 0.05% 124
2024
Q1 		$308K Hold
6,754
– – 0.06% 124
2023
Q4 		$308K Sell
6,754
-429
-6% -$19K 0.06% 126
2023
Q3 		$314K Hold
7,183
– – 0.06% 129
2023
Q2 		$326K Hold
7,183
– – 0.06% 129
2023
Q1 		$331K Buy
7,183
+3,385
+89% +$155K 0.07% 125
2022
Q4 		$171K Buy
3,798
+3,772
+14,508% +$169K 0.04% 189
2022
Q3 		$1K Hold
26
– – ﹤0.01% 557
2022
Q2 		$1K Hold
26
– – ﹤0.01% 585
2022
Q1 		$1K Hold
26
– – ﹤0.01% 515
2021
Q4 		$1K Sell
26
-612
-96% -$32.4K ﹤0.01% 530
2021
Q3 		$34K Buy
+638
New +$34.3K 0.01% 335
2021
Q2 		– Sell
-638
Closed -$34K – 343
2021
Q1 		$34K Sell
638
-288
-31% -$15.4K 0.01% 321
2020
Q4 		$51K Buy
+926
New +$50.3K 0.01% 282

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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

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

Destiny Wealth Partners sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2026, closing a stake of 4,341 shares — an estimated $201K sold.

Destiny Wealth Partners first reported a position in IUSB in Q4 2020 and held it in 21 quarters. The position peaked at $331K in Q1 2023. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Destiny Wealth Partners reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Destiny Wealth Partners sold 4,341 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $201K.
  • Destiny Wealth Partners first reported a position in iShares Core Universal USD Bond ETF in Q4 2020 and held it in 21 quarters.
  • Destiny Wealth Partners's iShares Core Universal USD Bond ETF position peaked at $331K in Q1 2023.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.