HWM
IUSB icon

HB Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

HB Wealth 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 		$360K Buy
7,792
+1,036
+15% +$47.8K ﹤0.01% 1274
2026
Q1 		$312K Buy
6,756
+14
+0.2% +$652 ﹤0.01% 1217
2025
Q4 		$314K Buy
6,742
+646
+11% +$30.2K ﹤0.01% 1117
2025
Q3 		$285K Buy
+6,096
New +$282K ﹤0.01% 1101
2025
Q2 		– Sell
-7,134
Closed -$329K – 1235
2025
Q1 		$329K Buy
7,134
+556
+8% +$25.3K ﹤0.01% 928
2024
Q4 		$297K Buy
6,578
+8
+0.1% +$367 ﹤0.01% 817
2024
Q3 		$310K Buy
+6,570
New +$305K ﹤0.01% 750

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 19.34% 1-Year Est. Return

HB Wealth Management's IUSB Position: Q2 2026 in Review

HB Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 15% in Q2 2026, buying an estimated $47.8K and bringing the position to 7,792 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #1274.

HB Wealth Management first reported a position in IUSB in Q3 2024 and has held it in 7 quarters since. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • HB Wealth Management held 7,792 shares of iShares Core Universal USD Bond ETF worth $360K as of Q2 2026.
  • HB Wealth Management bought 1,036 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $47.8K.
  • iShares Core Universal USD Bond ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1274 holding.
  • HB Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.