Heritage Family Offices’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Heritage Family Offices’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	$985K	Sell	21,344 -2,542	-11%	-$117K	0.38%	61
2026 Q1	$1.1M	Buy	23,886 +1,939	+9%	+$90.4K	0.49%	54
2025 Q4	$1.02M	Sell	21,947 -255	-1%	-$11.9K	0.46%	52
2025 Q3	$1.04M	Sell	22,202 -366	-2%	-$16.9K	0.48%	49
2025 Q2	$1.04M	Hold	22,568	–	–	0.52%	45
2025 Q1	$1.04M	Buy	22,568 +2,681	+13%	+$122K	0.53%	44
2024 Q4	$899K	Buy	19,887 +5,825	+41%	+$267K	0.45%	50
2024 Q3	$663K	Buy	14,062 +3,575	+34%	+$166K	0.34%	65
2024 Q2	$474K	Buy	+10,487	New	+$472K	0.26%	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

Heritage Family Offices's IUSB Position: Q2 2026 in Review

Heritage Family Offices reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 11% in Q2 2026, selling an estimated $117K and leaving 21,344 shares worth $985K. The position accounts for 0.38% of the portfolio, ranked #61.

Heritage Family Offices first reported a position in IUSB in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.1M in Q1 2026. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Heritage Family Offices held 21,344 shares of iShares Core Universal USD Bond ETF worth $985K as of Q2 2026.
Heritage Family Offices sold 2,542 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $117K.
iShares Core Universal USD Bond ETF made up 0.38% of Heritage Family Offices's portfolio in Q2 2026, its #61 holding.
Heritage Family Offices first reported a position in iShares Core Universal USD Bond ETF in Q2 2024 and has held it in 9 quarters since.
Heritage Family Offices's iShares Core Universal USD Bond ETF position peaked at $1.1M in Q1 2026.
855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.