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

Hoey 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	$47	Hold	1	–	–	﹤0.01%	448
2026 Q1	$47	Hold	1	–	–	﹤0.01%	411
2025 Q4	$47	Hold	1	–	–	﹤0.01%	416
2025 Q3	$47	Hold	1	–	–	﹤0.01%	405
2025 Q2	$47	Hold	1	–	–	﹤0.01%	403
2025 Q1	$47	Hold	1	–	–	﹤0.01%	365
2024 Q4	$46	Hold	1	–	–	﹤0.01%	358
2024 Q3	$46	Hold	1	–	–	﹤0.01%	385
2024 Q2	$46	Hold	1	–	–	﹤0.01%	385
2024 Q1	$46	Hold	1	–	–	﹤0.01%	341
2023 Q4	$47	Hold	1	–	–	﹤0.01%	343
2023 Q3	$44	Hold	1	–	–	﹤0.01%	345
2023 Q2	$46	Buy	+1	New	+$46	﹤0.01%	338

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Hoey Investments's IUSB Position: Q2 2026 in Review

Hoey Investments held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q2 2026 at 1 share worth $47. The position accounts for ﹤0.01% of the portfolio, ranked #448.

Hoey Investments first reported a position in IUSB in Q2 2023 and has held it in 13 quarters since. 579 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Hoey Investments held 1 share of iShares Core Universal USD Bond ETF worth $47 as of Q2 2026.
Hoey Investments left its iShares Core Universal USD Bond ETF share count unchanged in Q2 2026.
iShares Core Universal USD Bond ETF made up ﹤0.01% of Hoey Investments's portfolio in Q2 2026, its #448 holding.
Hoey Investments first reported a position in iShares Core Universal USD Bond ETF in Q2 2023 and has held it in 13 quarters since.
579 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.