FI
IUSB icon

FWG Investments’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

FWG Investments’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 		$1.94M Buy
42,136
+10,752
+34% +$496K 1.03% 27
2026
Q1 		$1.45M Buy
31,384
+8,678
+38% +$404K 0.92% 33
2025
Q4 		$1.06M Buy
22,706
+3,196
+16% +$149K 0.67% 46
2025
Q3 		$911K Buy
19,510
+567
+3% +$26.2K 0.63% 47
2025
Q2 		$876K Sell
18,943
-2,186
-10% -$99.8K 0.67% 47
2025
Q1 		$974K Sell
21,129
-7,781
-27% -$355K 1.14% 32
2024
Q4 		$1.31M Buy
28,910
+8,348
+41% +$383K 1.02% 30
2024
Q3 		$969K Buy
20,562
+6,827
+50% +$317K 0.84% 34
2024
Q2 		$621K Sell
13,735
-1,214
-8% -$54.6K 0.63% 42
2024
Q1 		$682K Buy
14,949
+2,373
+19% +$108K 0.74% 32
2023
Q4 		$579K Buy
+12,576
New +$556K 0.72% 34

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

FWG Investments's IUSB Position: Q2 2026 in Review

FWG Investments increased its iShares Core Universal USD Bond ETF (IUSB) stake by 34% in Q2 2026, buying an estimated $496K and bringing the position to 42,136 shares worth $1.94M. The position accounts for 1.03% of the portfolio, ranked #27.

FWG Investments first reported a position in IUSB in Q4 2023 and has held it in 11 quarters since. 861 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • FWG Investments held 42,136 shares of iShares Core Universal USD Bond ETF worth $1.94M as of Q2 2026.
  • FWG Investments bought 10,752 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $496K.
  • iShares Core Universal USD Bond ETF made up 1.03% of FWG Investments's portfolio in Q2 2026, its #27 holding.
  • FWG Investments first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 861 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on FWG Investments's 13F filing for Q2 2026, filed 28 Jul 2026.