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

Hobbs 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	$2.76M	Buy	59,903 +24,139	+67%	+$1.11M	2.34%	13
2026 Q1	$1.65M	Buy	35,764 +6,732	+23%	+$314K	1.63%	15
2025 Q4	$1.35M	Buy	29,032 +2,938	+11%	+$137K	1.32%	15
2025 Q3	$1.22M	Sell	26,094 -9,834	-27%	-$455K	1.02%	19
2025 Q2	$1.66M	Sell	35,928 -7,328	-17%	-$334K	1.59%	14
2025 Q1	$1.99M	Sell	43,256 -3,800	-8%	-$173K	2.21%	13
2024 Q4	$2.13M	Buy	+47,056	New	+$2.16M	2.43%	10

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

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

Hobbs Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 67% in Q2 2026, buying an estimated $1.11M and bringing the position to 59,903 shares worth $2.76M. The position accounts for 2.34% of the portfolio, ranked #13.

Hobbs Wealth Management first reported a position in IUSB in Q4 2024 and has held it in 7 quarters since. 859 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Hobbs Wealth Management held 59,903 shares of iShares Core Universal USD Bond ETF worth $2.76M as of Q2 2026.
Hobbs Wealth Management bought 24,139 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $1.11M.
iShares Core Universal USD Bond ETF made up 2.34% of Hobbs Wealth Management's portfolio in Q2 2026, its #13 holding.
Hobbs Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 7 quarters since.
859 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Hobbs Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.