Financial Engines Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Financial Engines Advisors’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	$4.22M	Buy	91,420 +867	+1%	+$40K	0.01%	158
2026 Q1	$4.18M	Sell	90,553 -9,559	-10%	-$445K	0.01%	156
2025 Q4	$4.66M	Buy	100,112 +8,885	+10%	+$415K	0.01%	153
2025 Q3	$4.26M	Buy	91,227 +2,057	+2%	+$95.1K	0.01%	165
2025 Q2	$4.12M	Sell	89,170 -26,017	-23%	-$1.19M	0.01%	163
2025 Q1	$5.31M	Sell	115,187 -117,288	-50%	-$5.35M	0.01%	129
2024 Q4	$10.5M	Buy	232,475 +168,526	+264%	+$7.74M	0.02%	96
2024 Q3	$3.01M	Buy	63,949 +9,375	+17%	+$435K	0.01%	153
2024 Q2	$2.47M	Buy	54,574 +3,305	+6%	+$149K	0.01%	159
2024 Q1	$2.34M	Sell	51,269 -4,432	-8%	-$202K	0.01%	154
2023 Q4	$2.57M	Buy	+55,701	New	+$2.46M	0.01%	133

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

Financial Engines Advisors's IUSB Position: Q2 2026 in Review

Financial Engines Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 0.96% in Q2 2026, buying an estimated $40K and bringing the position to 91,420 shares worth $4.22M. The position accounts for 0.01% of the portfolio, ranked #158.

Financial Engines Advisors first reported a position in IUSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.5M in Q4 2024. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Financial Engines Advisors held 91,420 shares of iShares Core Universal USD Bond ETF worth $4.22M as of Q2 2026.
Financial Engines Advisors bought 867 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $40K.
iShares Core Universal USD Bond ETF made up 0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #158 holding.
Financial Engines Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 11 quarters since.
Financial Engines Advisors's iShares Core Universal USD Bond ETF position peaked at $10.5M in Q4 2024.
855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.