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

Firethorn Wealth 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 		$2.63M Sell
56,990
-4,470
-7% -$206K 0.85% 28
2026
Q1 		$2.84M Sell
61,460
-1,066
-2% -$49.7K 1.04% 23
2025
Q4 		$2.91M Sell
62,526
-6,412
-9% -$300K 1.09% 23
2025
Q3 		$3.22M Sell
68,938
-11,855
-15% -$548K 1.27% 20
2025
Q2 		$3.74M Sell
80,793
-10,215
-11% -$466K 1.62% 15
2025
Q1 		$4.19M Sell
91,008
-4,344
-5% -$198K 2% 12
2024
Q4 		$4.31M Sell
95,352
-19,235
-17% -$883K 2.14% 12
2024
Q3 		$5.4M Buy
114,587
+16,377
+17% +$760K 2.74% 9
2024
Q2 		$4.44M Sell
98,210
-6,643
-6% -$299K 2.51% 9
2024
Q1 		$4.78M Buy
104,853
+35,924
+52% +$1.63M 2.82% 5
2023
Q4 		$3.18M Sell
68,929
-15,388
-18% -$680K 2.08% 11
2023
Q3 		$3.69M Sell
84,317
-6,658
-7% -$298K 2.83% 8
2023
Q2 		$4.14M Sell
90,975
-4,819
-5% -$221K 3.09% 10
2023
Q1 		$4.37M Buy
95,794
+11,938
+14% +$546K 3.42% 9
2022
Q4 		$3.77M Buy
83,856
+18,732
+29% +$838K 3.18% 7
2022
Q3 		$2.9M Buy
65,124
+11,649
+22% +$543K 2.69% 9
2022
Q2 		$2.57M Sell
53,475
-17,029
-24% -$809K 2.08% 10
2022
Q1 		$3.5M Buy
70,504
+7,238
+11% +$369K 2.65% 8
2021
Q4 		$3.35M Buy
+63,266
New +$3.35M 2.51% 8
2021
Q2 		$2.29M Buy
42,738
+16,194
+61% +$860K 1.91% 11
2021
Q1 		$1.4M Buy
+26,544
New +$1.42M 1.3% 16

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Firethorn Wealth Partners's IUSB Position: Q2 2026 in Review

Firethorn Wealth Partners reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 7.3% in Q2 2026, selling an estimated $206K and leaving 56,990 shares worth $2.63M. The position accounts for 0.85% of the portfolio, ranked #28.

Firethorn Wealth Partners first reported a position in IUSB in Q1 2021 and has held it in 21 quarters since. The position peaked at $5.4M in Q3 2024. 856 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Firethorn Wealth Partners held 56,990 shares of iShares Core Universal USD Bond ETF worth $2.63M as of Q2 2026.
  • Firethorn Wealth Partners sold 4,470 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $206K.
  • iShares Core Universal USD Bond ETF made up 0.85% of Firethorn Wealth Partners's portfolio in Q2 2026, its #28 holding.
  • Firethorn Wealth Partners first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Firethorn Wealth Partners's iShares Core Universal USD Bond ETF position peaked at $5.4M in Q3 2024.
  • 856 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Firethorn Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.