Fulcrum Equity Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Fulcrum Equity 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	$967K	Buy	20,948 +9,213	+79%	+$425K	0.71%	34
2026 Q1	$542K	Buy	11,735 +154	+1%	+$7.18K	0.52%	51
2025 Q4	$539K	Buy	11,581 +505	+5%	+$23.6K	0.52%	47
2025 Q3	$517K	Sell	11,076 -2,235	-17%	-$103K	0.52%	47
2025 Q2	$615K	Sell	13,311 -3,780	-22%	-$172K	0.63%	43
2025 Q1	$788K	Sell	17,091 -663	-4%	-$30.2K	0.86%	33
2024 Q4	$802K	Sell	17,754 -10,361	-37%	-$476K	0.79%	42
2024 Q3	$1.32M	Buy	28,115 +3,653	+15%	+$170K	1.12%	16
2024 Q2	$1.11M	Buy	24,462 +17,111	+233%	+$769K	0.99%	37
2024 Q1	$335K	Buy	7,351 +1,165	+19%	+$53K	0.4%	82
2023 Q4	$285K	Sell	6,186 -42	-0.7%	-$1.86K	0.35%	80
2023 Q3	$272K	Buy	+6,228	New	+$278K	0.32%	79

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

Fulcrum Equity Management's IUSB Position: Q2 2026 in Review

Fulcrum Equity Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 79% in Q2 2026, buying an estimated $425K and bringing the position to 20,948 shares worth $967K. The position accounts for 0.71% of the portfolio, ranked #34.

Fulcrum Equity Management first reported a position in IUSB in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.32M in Q3 2024. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Fulcrum Equity Management held 20,948 shares of iShares Core Universal USD Bond ETF worth $967K as of Q2 2026.
Fulcrum Equity Management bought 9,213 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $425K.
iShares Core Universal USD Bond ETF made up 0.71% of Fulcrum Equity Management's portfolio in Q2 2026, its #34 holding.
Fulcrum Equity Management first reported a position in iShares Core Universal USD Bond ETF in Q3 2023 and has held it in 12 quarters since.
Fulcrum Equity Management's iShares Core Universal USD Bond ETF position peaked at $1.32M in Q3 2024.
857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.