Empirical Asset Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Empirical Asset Management’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	$940K	Buy	20,365 +7,832	+62%	+$361K	0.21%	119
2026 Q1	$579K	Buy	12,533 +772	+7%	+$36K	0.15%	191
2025 Q4	$547K	Sell	11,761 -830	-7%	-$38.8K	0.15%	184
2025 Q3	$588K	Sell	12,591 -3,137	-20%	-$145K	0.16%	198
2025 Q2	$727K	Sell	15,728 -5,010	-24%	-$229K	0.22%	137
2025 Q1	$956K	Buy	20,738 +3,211	+18%	+$146K	0.33%	81
2024 Q4	$792K	Buy	17,527 +2,281	+15%	+$105K	0.26%	110
2024 Q3	$718K	Buy	15,246 +1,795	+13%	+$83.3K	0.26%	115
2024 Q2	$608K	Buy	13,451 +8,033	+148%	+$361K	0.23%	123
2024 Q1	$247K	Buy	+5,418	New	+$247K	0.12%	228

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

Empirical Asset Management's IUSB Position: Q2 2026 in Review

Empirical Asset Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 62% in Q2 2026, buying an estimated $361K and bringing the position to 20,365 shares worth $940K. The position accounts for 0.21% of the portfolio, ranked #119.

Empirical Asset Management first reported a position in IUSB in Q1 2024 and has held it in 10 quarters since. The position peaked at $956K in Q1 2025. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Empirical Asset Management held 20,365 shares of iShares Core Universal USD Bond ETF worth $940K as of Q2 2026.
Empirical Asset Management bought 7,832 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $361K.
iShares Core Universal USD Bond ETF made up 0.21% of Empirical Asset Management's portfolio in Q2 2026, its #119 holding.
Empirical Asset Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2024 and has held it in 10 quarters since.
Empirical Asset Management's iShares Core Universal USD Bond ETF position peaked at $956K in Q1 2025.
857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.