Financial Management Professionals’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Financial Management Professionals’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	$150K	Hold	3,243	–	–	0.01%	191
2026 Q1	$150K	Hold	3,243	–	–	0.02%	172
2025 Q4	$151K	Hold	3,243	–	–	0.02%	168
2025 Q3	$151K	Hold	3,243	–	–	0.02%	172
2025 Q2	$150K	Sell	3,243 -600	-16%	-$27.4K	0.02%	165
2025 Q1	$177K	Hold	3,843	–	–	0.02%	145
2024 Q4	$174K	Hold	3,843	–	–	0.02%	152
2024 Q3	$181K	Hold	3,843	–	–	0.02%	148
2024 Q2	$174K	Hold	3,843	–	–	0.02%	153
2024 Q1	$175K	Hold	3,843	–	–	0.03%	157
2023 Q4	$177K	Buy	3,843 +600	+19%	+$26.5K	0.03%	140
2023 Q3	$142K	Hold	3,243	–	–	0.03%	144
2023 Q2	$147K	Hold	3,243	–	–	0.02%	145
2023 Q1	$150K	Hold	3,243	–	–	0.03%	153
2022 Q4	$146K	Hold	3,243	–	–	0.03%	131
2022 Q3	$144K	Hold	3,243	–	–	0.03%	129
2022 Q2	$152K	Hold	3,243	–	–	0.04%	117
2022 Q1	$161K	Hold	3,243	–	–	0.03%	122
2021 Q4	$172K	Hold	3,243	–	–	0.04%	104
2021 Q3	$173K	Hold	3,243	–	–	0.04%	95
2021 Q2	$173K	Hold	3,243	–	–	0.04%	90
2021 Q1	$171K	Hold	3,243	–	–	0.05%	82
2020 Q4	$177K	Hold	3,243	–	–	0.05%	75
2020 Q3	$176K	Hold	3,243	–	–	0.06%	70
2020 Q2	$176K	Buy	3,243 +1,670	+106%	+$89.5K	0.06%	62
2020 Q1	$83K	Hold	1,573	–	–	0.04%	65
2019 Q4	$82K	Hold	1,573	–	–	0.03%	77
2019 Q3	$82K	Hold	1,573	–	–	0.03%	75
2019 Q2	$81K	Hold	1,573	–	–	0.03%	74
2019 Q1	$80K	Buy	+1,573	New	+$78.3K	0.03%	67

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 Management Professionals's IUSB Position: Q2 2026 in Review

Financial Management Professionals held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q2 2026 at 3,243 shares worth $150K. The position accounts for 0.01% of the portfolio, ranked #191.

Financial Management Professionals first reported a position in IUSB in Q1 2019 and has held it in 30 quarters since. The position peaked at $181K in Q3 2024. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Financial Management Professionals held 3,243 shares of iShares Core Universal USD Bond ETF worth $150K as of Q2 2026.
Financial Management Professionals 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 Financial Management Professionals's portfolio in Q2 2026, its #191 holding.
Financial Management Professionals first reported a position in iShares Core Universal USD Bond ETF in Q1 2019 and has held it in 30 quarters since.
Financial Management Professionals's iShares Core Universal USD Bond ETF position peaked at $181K in Q3 2024.
855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.