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

Essential Planning’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	$811K	Sell	17,581 -1,082	-6%	-$49.9K	0.23%	39
2026 Q1	$862K	Hold	18,663	–	–	0.27%	37
2025 Q4	$869K	Sell	18,663 -1,721	-8%	-$80.4K	0.28%	37
2025 Q3	$952K	Hold	20,384	–	–	0.33%	36
2025 Q2	$942K	Hold	20,384	–	–	0.35%	33
2025 Q1	$939K	Sell	20,384 -1,601,504	-99%	-$73M	0.38%	33
2024 Q4	$74.5M	Buy	1,621,888 +1,596,884	+6,387%	+$73.3M	0.49%	23
2024 Q3	$1.18M	Hold	25,004	–	–	0.48%	27
2024 Q2	$1.13M	Buy	25,004 +11,500	+85%	+$517K	0.5%	27
2024 Q1	$622K	Hold	13,504	–	–	0.31%	32
2023 Q4	$622K	Buy	13,504 +8,284	+159%	+$366K	0.31%	32
2023 Q3	$228K	Buy	+5,220	New	+$233K	0.13%	51

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

Essential Planning's IUSB Position: Q2 2026 in Review

Essential Planning reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 5.8% in Q2 2026, selling an estimated $49.9K and leaving 17,581 shares worth $811K. The position accounts for 0.23% of the portfolio, ranked #39.

Essential Planning first reported a position in IUSB in Q3 2023 and has held it in 12 quarters since. The position peaked at $74.5M in Q4 2024. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Essential Planning held 17,581 shares of iShares Core Universal USD Bond ETF worth $811K as of Q2 2026.
Essential Planning sold 1,082 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $49.9K.
iShares Core Universal USD Bond ETF made up 0.23% of Essential Planning's portfolio in Q2 2026, its #39 holding.
Essential Planning first reported a position in iShares Core Universal USD Bond ETF in Q3 2023 and has held it in 12 quarters since.
Essential Planning's iShares Core Universal USD Bond ETF position peaked at $74.5M in Q4 2024.
857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.