Forum Private Client Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Forum Private Client Group’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	$16.4M	Buy	355,971 +9,497	+3%	+$438K	4.89%	6
2026 Q1	$16M	Buy	346,474 +9,995	+3%	+$466K	5.33%	6
2025 Q4	$15.7M	Buy	336,479 +15,431	+5%	+$721K	5.34%	6
2025 Q3	$15M	Buy	321,048 +5,335	+2%	+$247K	5.34%	6
2025 Q2	$14.6M	Buy	315,713 +14,209	+5%	+$648K	5.63%	6
2025 Q1	$13.9M	Buy	301,504 +11,720	+4%	+$534K	6.03%	6
2024 Q4	$13.1M	Buy	289,784 +13,247	+5%	+$608K	5.83%	5
2024 Q3	$13M	Buy	276,537 +12,851	+5%	+$596K	5.79%	5
2024 Q2	$11.9M	Buy	263,686 +7,882	+3%	+$354K	5.67%	6
2024 Q1	$11.7M	Buy	255,804 +15,112	+6%	+$688K	5.64%	6
2023 Q4	$11.1M	Buy	+240,692	New	+$10.6M	5.79%	6
2023 Q3	–	Sell	-212,232	Closed	-$9.65M	–	30
2023 Q2	$9.65M	Buy	212,232 +19,925	+10%	+$912K	5.53%	5
2023 Q1	$8.87M	Buy	192,307 +9,682	+5%	+$443K	5.61%	3
2022 Q4	$8.21M	Buy	182,625 +4,990	+3%	+$223K	5.67%	3
2022 Q3	$7.91M	Buy	177,635 +8,525	+5%	+$398K	5.91%	4
2022 Q2	$7.92M	Buy	169,110 +27,051	+19%	+$1.29M	5.76%	5
2022 Q1	$7.05M	Buy	+142,059	New	+$7.24M	5.47%	6

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

Forum Private Client Group's IUSB Position: Q2 2026 in Review

Forum Private Client Group increased its iShares Core Universal USD Bond ETF (IUSB) stake by 2.7% in Q2 2026, buying an estimated $438K and bringing the position to 355,971 shares worth $16.4M. The position accounts for 4.89% of the portfolio, ranked #6.

Forum Private Client Group first reported a position in IUSB in Q1 2022 and has held it in 17 quarters since. 854 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Forum Private Client Group held 355,971 shares of iShares Core Universal USD Bond ETF worth $16.4M as of Q2 2026.
Forum Private Client Group bought 9,497 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $438K.
iShares Core Universal USD Bond ETF made up 4.89% of Forum Private Client Group's portfolio in Q2 2026, its #6 holding.
Forum Private Client Group first reported a position in iShares Core Universal USD Bond ETF in Q1 2022 and has held it in 17 quarters since.
854 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.