Emergent Wealth Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Emergent Wealth Advisors’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	-10,735	Closed	-$496K	–	126
2026 Q1	$496K	Sell	10,735 -39,801	-79%	-$1.85M	0.29%	59
2025 Q4	$2.35M	Sell	50,536 -4,382	-8%	-$205K	1.32%	16
2025 Q3	$2.57M	Sell	54,918 -2,656	-5%	-$123K	1.49%	17
2025 Q2	$2.66M	Buy	57,574 +17	+0%	+$776	1.7%	17
2025 Q1	$2.65M	Sell	57,557 -2,451	-4%	-$112K	1.92%	15
2024 Q4	$2.71M	Buy	60,008 +2,057	+4%	+$94.4K	1.96%	12
2024 Q3	$2.73M	Buy	57,951 +14,040	+32%	+$652K	2.02%	12
2024 Q2	$1.99M	Buy	43,911 +4,172	+10%	+$188K	1.6%	14
2024 Q1	$1.89M	Sell	39,739 -4,213	-10%	-$192K	1.63%	13
2023 Q4	$2.03M	Buy	+43,952	New	+$1.94M	1.89%	13

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

Emergent Wealth Advisors's IUSB Position: Q2 2026 in Review

Emergent Wealth Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2026, closing a stake of 10,735 shares — an estimated $496K sold.

Emergent Wealth Advisors first reported a position in IUSB in Q4 2023 and held it in 10 quarters. The position peaked at $2.73M in Q3 2024. 851 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Emergent Wealth Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2026 after selling out during the quarter.
Emergent Wealth Advisors sold 10,735 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $496K.
Emergent Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and held it in 10 quarters.
Emergent Wealth Advisors's iShares Core Universal USD Bond ETF position peaked at $2.73M in Q3 2024.
851 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.