EPG Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

EPG Wealth 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	$5.63K	Hold	122	–	–	﹤0.01%	296
2026 Q1	$5.63K	Sell	122 -7	-5%	-$326	﹤0.01%	296
2025 Q4	$6.01K	Hold	129	–	–	﹤0.01%	290
2025 Q3	$6.03K	Buy	129 +7	+6%	+$324	﹤0.01%	292
2025 Q2	$5.64K	Hold	122	–	–	﹤0.01%	286
2025 Q1	$5.62K	Hold	122	–	–	﹤0.01%	389
2024 Q4	$5.51K	Hold	122	–	–	﹤0.01%	395
2024 Q3	$5.75K	Buy	+122	New	+$5.66K	﹤0.01%	390

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

EPG Wealth Management's IUSB Position: Q2 2026 in Review

EPG Wealth Management held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q2 2026 at 122 shares worth $5.63K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

EPG Wealth Management first reported a position in IUSB in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.03K in Q3 2025. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

EPG Wealth Management held 122 shares of iShares Core Universal USD Bond ETF worth $5.63K as of Q2 2026.
EPG Wealth Management left its iShares Core Universal USD Bond ETF share count unchanged in Q2 2026.
iShares Core Universal USD Bond ETF made up ﹤0.01% of EPG Wealth Management's portfolio in Q2 2026, its #296 holding.
EPG Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q3 2024 and has held it in 8 quarters since.
EPG Wealth Management's iShares Core Universal USD Bond ETF position peaked at $6.03K in Q3 2025.
855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.