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

Finley Financial’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	$125K	Hold	2,700	–	–	0.05%	81
2026 Q1	$125K	Hold	2,700	–	–	0.06%	74
2025 Q4	$126K	Hold	2,700	–	–	0.06%	74
2025 Q3	$126K	Hold	2,700	–	–	0.06%	78
2025 Q2	$125K	Hold	2,700	–	–	0.06%	76
2025 Q1	$124K	Hold	2,700	–	–	0.07%	75
2024 Q4	$122K	Buy	+2,700	New	+$124K	0.06%	78

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Finley Financial's IUSB Position: Q2 2026 in Review

Finley Financial held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q2 2026 at 2,700 shares worth $125K. The position accounts for 0.05% of the portfolio, ranked #81.

Finley Financial first reported a position in IUSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $126K in Q3 2025. 579 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Finley Financial held 2,700 shares of iShares Core Universal USD Bond ETF worth $125K as of Q2 2026.
Finley Financial left its iShares Core Universal USD Bond ETF share count unchanged in Q2 2026.
iShares Core Universal USD Bond ETF made up 0.05% of Finley Financial's portfolio in Q2 2026, its #81 holding.
Finley Financial first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 7 quarters since.
Finley Financial's iShares Core Universal USD Bond ETF position peaked at $126K in Q3 2025.
579 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Finley Financial's 13F filing for Q2 2026, filed 8 Jul 2026.