First Heartland Consultants’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

First Heartland Consultants’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	$5.09M	Buy	110,333 +24,018	+28%	+$1.11M	0.33%	77
2026 Q1	$3.99M	Buy	86,315 +1,123	+1%	+$52.3K	0.31%	76
2025 Q4	$3.96M	Sell	85,192 -735	-0.9%	-$34.4K	0.3%	81
2025 Q3	$4.01M	Sell	85,927 -15,461	-15%	-$715K	0.32%	76
2025 Q2	$4.69M	Buy	101,388 +15,820	+18%	+$722K	0.42%	62
2025 Q1	$3.94M	Sell	85,568 -18,161	-18%	-$828K	0.41%	66
2024 Q4	$4.69M	Buy	103,729 +1,065	+1%	+$48.9K	0.48%	54
2024 Q3	$4.84M	Buy	102,664 +28,548	+39%	+$1.32M	0.52%	46
2024 Q2	$3.35K	Buy	74,116 +7,858	+12%	+$353K	0.23%	73
2024 Q1	$3.02M	Buy	66,258 +27,347	+70%	+$1.24M	0.31%	83
2023 Q4	$1.8M	Sell	38,911 -1,986	-5%	-$87.8K	0.22%	99
2023 Q3	$1.79M	Sell	40,897 -11,788	-22%	-$527K	0.23%	106
2023 Q2	$2.4M	Buy	52,685 +4,127	+8%	+$189K	0.31%	81
2023 Q1	$2.24M	Buy	48,558 +10,616	+28%	+$486K	0.34%	74
2022 Q4	$1.7M	Buy	37,942 +7,787	+26%	+$348K	0.27%	86
2022 Q3	$1.34K	Sell	30,155 -1,419	-4%	-$66.2K	0.12%	102
2022 Q2	$1.48M	Buy	+31,574	New	+$1.5M	0.23%	94
2022 Q1	–	Sell	-20,453	Closed	-$1.08K	–	381
2021 Q4	$1.08K	Buy	20,453 +759	+4%	+$40.2K	0.04%	111
2021 Q3	$1.05M	Buy	19,694 +834	+4%	+$44.8K	0.16%	123
2021 Q2	$1.01M	Buy	18,860 +4,911	+35%	+$261K	0.15%	134
2021 Q1	$736K	Buy	+13,949	New	+$748K	0.12%	149

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

First Heartland Consultants's IUSB Position: Q2 2026 in Review

First Heartland Consultants increased its iShares Core Universal USD Bond ETF (IUSB) stake by 28% in Q2 2026, buying an estimated $1.11M and bringing the position to 110,333 shares worth $5.09M. The position accounts for 0.33% of the portfolio, ranked #77.

First Heartland Consultants first reported a position in IUSB in Q1 2021 and has held it in 21 quarters since. 579 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

First Heartland Consultants held 110,333 shares of iShares Core Universal USD Bond ETF worth $5.09M as of Q2 2026.
First Heartland Consultants bought 24,018 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $1.11M.
iShares Core Universal USD Bond ETF made up 0.33% of First Heartland Consultants's portfolio in Q2 2026, its #77 holding.
First Heartland Consultants first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 21 quarters since.
579 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.