Flagship Private Wealth’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Flagship Private Wealth’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	$318K	Buy	6,900 +3	+0%	+$138	0.11%	93
2026 Q1	$319K	Buy	6,897 +3	+0%	+$140	0.13%	86
2025 Q4	$321K	Buy	+6,894	New	+$322K	0.13%	91
2021 Q3	–	Sell	-55	Closed	-$2.96K	–	173
2021 Q2	$2.96K	Hold	55	–	–	﹤0.01%	301
2021 Q1	$2.9K	Hold	55	–	–	﹤0.01%	271
2020 Q4	$2.99K	Buy	+55	New	+$2.99K	﹤0.01%	285

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

Flagship Private Wealth's IUSB Position: Q2 2026 in Review

Flagship Private Wealth increased its iShares Core Universal USD Bond ETF (IUSB) stake by 0.04% in Q2 2026, buying an estimated $138 and bringing the position to 6,900 shares worth $318K. The position accounts for 0.11% of the portfolio, ranked #93.

Flagship Private Wealth first reported a position in IUSB in Q4 2020 and has held it in 6 quarters since. The position peaked at $321K in Q4 2025. 856 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Flagship Private Wealth held 6,900 shares of iShares Core Universal USD Bond ETF worth $318K as of Q2 2026.
Flagship Private Wealth bought 3 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $138.
iShares Core Universal USD Bond ETF made up 0.11% of Flagship Private Wealth's portfolio in Q2 2026, its #93 holding.
Flagship Private Wealth first reported a position in iShares Core Universal USD Bond ETF in Q4 2020 and has held it in 6 quarters since.
Flagship Private Wealth's iShares Core Universal USD Bond ETF position peaked at $321K in Q4 2025.
856 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Flagship Private Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.