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

ETF Portfolio 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 		$1.19M Sell
25,701
-49
-0.2% -$2.26K 0.28% 33
2026
Q1 		$1.19M Buy
25,750
+257
+1% +$12K 0.31% 33
2025
Q4 		$1.19M Buy
25,493
+14
+0.1% +$654 0.31% 33
2025
Q3 		$1.19M Buy
25,479
+606
+2% +$28K 0.32% 33
2025
Q2 		$1.15M Sell
24,873
-129
-0.5% -$5.89K 0.32% 33
2025
Q1 		$1.15M Sell
25,002
-1,807
-7% -$82.4K 0.35% 33
2024
Q4 		$1.21M Sell
26,809
-1,854
-6% -$85.1K 0.36% 27
2024
Q3 		$1.35M Sell
28,663
-4,504
-14% -$209K 0.4% 26
2024
Q2 		$1.5M Sell
33,167
-25,961
-44% -$1.17M 0.47% 26
2024
Q1 		$2.7M Sell
59,128
-687
-1% -$31.3K 0.85% 18
2023
Q4 		$2.76M Buy
59,815
+684
+1% +$30.2K 0.92% 16
2023
Q3 		$2.58M Buy
59,131
+6,189
+12% +$277K 0.95% 16
2023
Q2 		$2.41M Buy
52,942
+1,887
+4% +$86.3K 0.86% 16
2023
Q1 		$2.36M Sell
51,055
-547
-1% -$25K 0.89% 17
2022
Q4 		$2.32M Sell
51,602
-19,507
-27% -$873K 0.97% 17
2022
Q3 		$3.16M Sell
71,109
-86
-0.1% -$4.01K 1.4% 15
2022
Q2 		$3.33M Buy
71,195
+6,965
+11% +$331K 1.44% 15
2022
Q1 		$3.19M Sell
64,230
-80,953
-56% -$4.13M 1.2% 15
2021
Q4 		$7.68M Buy
145,183
+4,882
+3% +$259K 2.93% 13
2021
Q3 		$7.47M Sell
140,301
-33,309
-19% -$1.79M 2.99% 12
2021
Q2 		$9.29M Buy
173,610
+32,459
+23% +$1.72M 3.76% 9
2021
Q1 		$7.45M Buy
141,151
+12,630
+10% +$677K 3.3% 10
2020
Q4 		$7.01M Buy
128,521
+1,771
+1% +$96.2K 3.23% 10
2020
Q3 		$6.89M Buy
126,750
+4,217
+3% +$230K 3.6% 9
2020
Q2 		$6.66M Sell
122,533
-2,867
-2% -$154K 3.63% 9
2020
Q1 		$6.58M Sell
125,400
-7,923
-6% -$416K 4.21% 9
2019
Q4 		$6.95M Buy
133,323
+2,884
+2% +$150K 3.67% 11
2019
Q3 		$6.84M Sell
130,439
-133,872
-51% -$6.97M 3.92% 10
2019
Q2 		$13.5M Buy
264,311
+132,084
+100% +$6.71M 7.2% 5
2019
Q1 		$6.69M Buy
132,227
+2,293
+2% +$114K 4.05% 10
2018
Q4 		$6.4M Buy
129,934
+123,372
+1,880% +$6.01M 4.28% 9
2018
Q3 		$322K Buy
6,562
+948
+17% +$46.8K 0.2% 26
2018
Q2 		$277K Buy
5,614
+812
+17% +$40.1K 0.18% 21
2018
Q1 		$240K Sell
4,802
-478
-9% -$23.9K 0.16% 21
2017
Q4 		$269K Buy
+5,280
New +$269K 0.18% 20

Other funds holding IUSB

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

ETF Portfolio Partners's IUSB Position: Q2 2026 in Review

ETF Portfolio Partners reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 0.19% in Q2 2026, selling an estimated $2.26K and leaving 25,701 shares worth $1.19M. The position accounts for 0.28% of the portfolio, ranked #33.

ETF Portfolio Partners first reported a position in IUSB in Q4 2017 and has held it in 35 quarters since. The position peaked at $13.5M in Q2 2019. 425 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • ETF Portfolio Partners held 25,701 shares of iShares Core Universal USD Bond ETF worth $1.19M as of Q2 2026.
  • ETF Portfolio Partners sold 49 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $2.26K.
  • iShares Core Universal USD Bond ETF made up 0.28% of ETF Portfolio Partners's portfolio in Q2 2026, its #33 holding.
  • ETF Portfolio Partners first reported a position in iShares Core Universal USD Bond ETF in Q4 2017 and has held it in 35 quarters since.
  • ETF Portfolio Partners's iShares Core Universal USD Bond ETF position peaked at $13.5M in Q2 2019.
  • 425 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on ETF Portfolio Partners's 13F filing for Q2 2026, filed 13 Jul 2026.