EP
IUSB icon

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

Essential 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 		$138 Hold
3
– – ﹤0.01% 2703
2026
Q1 		$139 Hold
3
– – ﹤0.01% 2670
2025
Q4 		$140 Hold
3
– – ﹤0.01% 2498
2025
Q3 		$140 Hold
3
– – ﹤0.01% 2453
2025
Q2 		$139 Buy
+3
New +$137 ﹤0.01% 2022

Other funds holding IUSB

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

Essential Partners's IUSB Position: Q2 2026 in Review

Essential Partners held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q2 2026 at 3 shares worth $138. The position accounts for ﹤0.01% of the portfolio, ranked #2703.

Essential Partners first reported a position in IUSB in Q2 2025 and has held it in 5 quarters since. The position peaked at $140 in Q4 2025. 861 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Essential Partners held 3 shares of iShares Core Universal USD Bond ETF worth $138 as of Q2 2026.
  • Essential Partners 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 Essential Partners's portfolio in Q2 2026, its #2703 holding.
  • Essential Partners first reported a position in iShares Core Universal USD Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's iShares Core Universal USD Bond ETF position peaked at $140 in Q4 2025.
  • 861 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.