Forte Asset Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Forte Asset Management’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	$4.79M	Sell	103,695 -252	-0.2%	-$11.6K	1.96%	19
2026 Q1	$4.8M	Sell	103,947 -4,210	-4%	-$196K	2.11%	18
2025 Q4	$5.03M	Buy	108,157 +2,236	+2%	+$105K	2.29%	16
2025 Q3	$4.95M	Buy	105,921 +47,024	+80%	+$2.17M	2.38%	16
2025 Q2	$2.72M	Sell	58,897 -6,600	-10%	-$301K	1.39%	28
2025 Q1	$3.02M	Buy	+65,497	New	+$2.98M	1.52%	25
2023 Q4	–	Sell	-82,266	Closed	-$3.6M	–	58
2023 Q3	$3.6M	Buy	+82,266	New	+$3.68M	2.42%	18

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

Forte Asset Management's IUSB Position: Q2 2026 in Review

Forte Asset Management reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 0.24% in Q2 2026, selling an estimated $11.6K and leaving 103,695 shares worth $4.79M. The position accounts for 1.96% of the portfolio, ranked #19.

Forte Asset Management first reported a position in IUSB in Q3 2023 and has held it in 7 quarters since. The position peaked at $5.03M in Q4 2025. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Forte Asset Management held 103,695 shares of iShares Core Universal USD Bond ETF worth $4.79M as of Q2 2026.
Forte Asset Management sold 252 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $11.6K.
iShares Core Universal USD Bond ETF made up 1.96% of Forte Asset Management's portfolio in Q2 2026, its #19 holding.
Forte Asset Management first reported a position in iShares Core Universal USD Bond ETF in Q3 2023 and has held it in 7 quarters since.
Forte Asset Management's iShares Core Universal USD Bond ETF position peaked at $5.03M in Q4 2025.
857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Forte Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.