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Holistic Planning’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Holistic Planning’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 		$334K Sell
7,228
-2,934
-29% -$135K 0.05% 263
2026
Q1 		$469K Sell
10,162
-4,399
-30% -$205K 0.09% 187
2025
Q4 		$678K Buy
14,561
+9,629
+195% +$450K 0.14% 134
2025
Q3 		$230K Sell
4,932
-701
-12% -$32.4K 0.06% 206
2025
Q2 		$260K Buy
5,633
+443
+9% +$20.2K 0.07% 186
2025
Q1 		$239K Sell
5,190
-309
-6% -$14.1K 0.08% 163
2024
Q4 		$249K Buy
+5,499
New +$252K 0.09% 147

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

Holistic Planning's IUSB Position: Q2 2026 in Review

Holistic Planning reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 29% in Q2 2026, selling an estimated $135K and leaving 7,228 shares worth $334K. The position accounts for 0.05% of the portfolio, ranked #263.

Holistic Planning first reported a position in IUSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $678K in Q4 2025. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Holistic Planning held 7,228 shares of iShares Core Universal USD Bond ETF worth $334K as of Q2 2026.
  • Holistic Planning sold 2,934 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $135K.
  • iShares Core Universal USD Bond ETF made up 0.05% of Holistic Planning's portfolio in Q2 2026, its #263 holding.
  • Holistic Planning first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Holistic Planning's iShares Core Universal USD Bond ETF position peaked at $678K in Q4 2025.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.