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Horst & Graben Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Horst & Graben 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 		$43.2M Buy
940,182
+369,327
+65% +$17M 5.68% 2
2026
Q1 		$26.4M Buy
570,855
+10,830
+2% +$505K 3.63% 6
2025
Q4 		$26.1M Buy
560,025
+13,945
+3% +$652K 3.93% 6
2025
Q3 		$25.5M Sell
546,080
-128,217
-19% -$5.93M 3.9% 6
2025
Q2 		$31.2M Sell
674,297
-199,303
-23% -$9.09M 5.16% 4
2025
Q1 		$40.3M Sell
873,600
-23,693
-3% -$1.08M 7.22% 2
2024
Q4 		$40.6M Sell
897,293
-128,414
-13% -$5.89M 7.22% 2
2024
Q3 		$48.3M Buy
1,025,707
+125,065
+14% +$5.8M 8.68% 2
2024
Q2 		$40.7M Buy
900,642
+79,850
+10% +$3.59M 7.78% 2
2024
Q1 		$37.4M Buy
820,792
+309,489
+61% +$14.1M 7.62% 2
2023
Q4 		$23.6M Sell
511,303
-6,037
-1% -$267K 5.17% 4
2023
Q3 		$22.6M Sell
517,340
-14,117
-3% -$631K 5.56% 4
2023
Q2 		$24.2M Buy
531,457
+17,407
+3% +$797K 5.76% 5
2023
Q1 		$23.7M Sell
514,050
-71,446
-12% -$3.27M 5.88% 4
2022
Q4 		$26.3M Buy
585,496
+83,206
+17% +$3.72M 6.88% 3
2022
Q3 		$22.4M Buy
502,290
+41,313
+9% +$1.93M 6.34% 5
2022
Q2 		$21.6M Buy
460,977
+17,206
+4% +$818K 5.86% 5
2022
Q1 		$22M Buy
443,771
+182,824
+70% +$9.32M 5.38% 5
2021
Q4 		$13.8M Buy
260,947
+133,165
+104% +$7.06M 3.45% 9
2021
Q3 		$6.8M Buy
127,782
+27,274
+27% +$1.47M 1.87% 18
2021
Q2 		$5.38M Buy
+100,508
New +$5.34M 1.5% 16

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

Horst & Graben Wealth Management's IUSB Position: Q2 2026 in Review

Horst & Graben Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 65% in Q2 2026, buying an estimated $17M and bringing the position to 940,182 shares worth $43.2M. The position accounts for 5.68% of the portfolio, ranked #2.

Horst & Graben Wealth Management first reported a position in IUSB in Q2 2021 and has held it in 21 quarters since. The position peaked at $48.3M in Q3 2024. 856 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Horst & Graben Wealth Management held 940,182 shares of iShares Core Universal USD Bond ETF worth $43.2M as of Q2 2026.
  • Horst & Graben Wealth Management bought 369,327 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $17M.
  • iShares Core Universal USD Bond ETF made up 5.68% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Horst & Graben Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • Horst & Graben Wealth Management's iShares Core Universal USD Bond ETF position peaked at $48.3M in Q3 2024.
  • 856 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.