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Diversified Portfolios Inc’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Diversified Portfolios Inc’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 		$7.16M Sell
155,148
-2,707
-2% -$125K 0.52% 39
2026
Q1 		$7.29M Sell
157,855
-32,634
-17% -$1.52M 0.6% 35
2025
Q4 		$8.87M Sell
190,489
-14,401
-7% -$673K 0.74% 30
2025
Q3 		$9.57M Sell
204,890
-176,088
-46% -$8.14M 0.84% 28
2025
Q2 		$17.6M Sell
380,978
-74,734
-16% -$3.41M 1.68% 15
2025
Q1 		$21M Sell
455,712
-104,088
-19% -$4.74M 2.21% 11
2024
Q4 		$25.3M Sell
559,800
-142,230
-20% -$6.53M 2.76% 8
2024
Q3 		$33.1M Sell
702,030
-214,196
-23% -$9.94M 3.72% 6
2024
Q2 		$41.4M Buy
916,226
+68,254
+8% +$3.07M 5.46% 4
2024
Q1 		$38.7M Buy
847,972
+133,557
+19% +$6.08M 5.44% 4
2023
Q4 		$32.9M Buy
714,415
+159,251
+29% +$7.04M 5.18% 4
2023
Q3 		$24.3M Buy
555,164
+415,382
+297% +$18.6M 4.58% 4
2023
Q2 		$6.36M Buy
139,782
+107,962
+339% +$4.94M 1.28% 18
2023
Q1 		$1.47M Buy
+31,820
New +$1.46M 0.33% 44

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

Diversified Portfolios Inc's IUSB Position: Q2 2026 in Review

Diversified Portfolios Inc reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 1.7% in Q2 2026, selling an estimated $125K and leaving 155,148 shares worth $7.16M. The position accounts for 0.52% of the portfolio, ranked #39.

Diversified Portfolios Inc first reported a position in IUSB in Q1 2023 and has held it in 14 quarters since. The position peaked at $41.4M in Q2 2024. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Diversified Portfolios Inc held 155,148 shares of iShares Core Universal USD Bond ETF worth $7.16M as of Q2 2026.
  • Diversified Portfolios Inc sold 2,707 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $125K.
  • iShares Core Universal USD Bond ETF made up 0.52% of Diversified Portfolios Inc's portfolio in Q2 2026, its #39 holding.
  • Diversified Portfolios Inc first reported a position in iShares Core Universal USD Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Diversified Portfolios Inc's iShares Core Universal USD Bond ETF position peaked at $41.4M in Q2 2024.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.