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BFC Planning, Inc.’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

BFC Planning, Inc.’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 		$2.28M Buy
49,444
+15,845
+47% +$731K 0.09% 220
2026
Q1 		$1.55M Buy
33,599
+1,283
+4% +$59.8K 0.07% 272
2025
Q4 		$1.5M Sell
32,316
-1,682
-5% -$78.6K 0.07% 278
2025
Q3 		$1.59M Sell
33,998
-7,834
-19% -$362K 0.11% 157
2025
Q2 		$1.93M Sell
41,832
-734
-2% -$33.5K 0.15% 130
2025
Q1 		$1.96M Buy
42,566
+1,681
+4% +$76.6K 0.17% 111
2024
Q4 		$1.85M Buy
+40,885
New +$1.88M 0.15% 118

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 $468B AUM 17.69% 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

BFC Planning, Inc.'s IUSB Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares Core Universal USD Bond ETF (IUSB) stake by 47% in Q2 2026, buying an estimated $731K and bringing the position to 49,444 shares worth $2.28M. The position accounts for 0.09% of the portfolio, ranked #220.

BFC Planning, Inc. first reported a position in IUSB in Q4 2024 and has held it in 7 quarters since. 864 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • BFC Planning, Inc. held 49,444 shares of iShares Core Universal USD Bond ETF worth $2.28M as of Q2 2026.
  • BFC Planning, Inc. bought 15,845 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $731K.
  • iShares Core Universal USD Bond ETF made up 0.09% of BFC Planning, Inc.'s portfolio in Q2 2026, its #220 holding.
  • BFC Planning, Inc. first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 864 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.