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

Edgestream 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	$3.09M	Buy	+66,930	New	+$3.09M	0.09%	399
2026 Q1	–	Sell	-44,201	Closed	-$2.06M	–	985
2025 Q4	$2.06M	Sell	44,201 -1,855	-4%	-$86.7K	0.06%	522
2025 Q3	$2.15M	Buy	46,056 +3,474	+8%	+$161K	0.06%	515
2025 Q2	$1.97M	Buy	42,582 +6,575	+18%	+$300K	0.05%	532
2025 Q1	$1.66M	Buy	+36,007	New	+$1.64M	0.06%	525
2024 Q4	–	Sell	-33,596	Closed	-$1.58M	–	967
2024 Q3	$1.58M	Buy	+33,596	New	+$1.56M	0.07%	468

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 1-Year Est. Return

Edgestream Partners's IUSB Position: Q2 2026 in Review

Edgestream Partners opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q2 2026: 66,930 shares worth $3.09M. The stake represents 0.09% of the portfolio and ranks #399 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in IUSB as recently as Q4 2025.

Edgestream Partners first reported a position in IUSB in Q3 2024 and has held it in 6 quarters since. 861 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Edgestream Partners held 66,930 shares of iShares Core Universal USD Bond ETF worth $3.09M as of Q2 2026.
iShares Core Universal USD Bond ETF was a new Edgestream Partners position in Q2 2026.
iShares Core Universal USD Bond ETF made up 0.09% of Edgestream Partners's portfolio in Q2 2026, its #399 holding.
Edgestream Partners first reported a position in iShares Core Universal USD Bond ETF in Q3 2024 and has held it in 6 quarters since.
861 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.