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

Forefront 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	$2.79M	Sell	60,374 -963	-2%	-$44.4K	0.86%	32
2026 Q1	$2.83M	Sell	61,337 -174	-0.3%	-$8.11K	1.19%	18
2025 Q4	$2.86M	Buy	61,511 +982	+2%	+$45.9K	1.36%	15
2025 Q3	$2.83M	Sell	60,529 -5,417	-8%	-$251K	0.71%	39
2025 Q2	$2.98M	Buy	65,946 +60	+0.1%	+$2.74K	2.05%	11
2025 Q1	$3.04M	Sell	65,886 -60	-0.1%	-$2.73K	2.07%	9
2024 Q4	$2.98M	Buy	+65,946	New	+$3.03M	2.22%	10

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 1-Year Est. Return

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

Forefront Wealth Partners reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 1.6% in Q2 2026, selling an estimated $44.4K and leaving 60,374 shares worth $2.79M. The position accounts for 0.86% of the portfolio, ranked #32.

Forefront Wealth Partners first reported a position in IUSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.04M in Q1 2025. 861 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Forefront Wealth Partners held 60,374 shares of iShares Core Universal USD Bond ETF worth $2.79M as of Q2 2026.
Forefront Wealth Partners sold 963 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $44.4K.
iShares Core Universal USD Bond ETF made up 0.86% of Forefront Wealth Partners's portfolio in Q2 2026, its #32 holding.
Forefront Wealth Partners first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 7 quarters since.
Forefront Wealth Partners's iShares Core Universal USD Bond ETF position peaked at $3.04M in Q1 2025.
861 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.