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Impact Partnership Wealth’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Impact Partnership Wealth’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 		$201K Buy
+4,351
New +$201K 0.02% 423
2024
Q1 		– Sell
-195
Closed -$8.98K – 786
2023
Q4 		$8.98K Sell
195
-926
-83% -$40.9K ﹤0.01% 513
2023
Q3 		$49K Buy
+1,121
New +$50.1K 0.02% 400

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

Impact Partnership Wealth's IUSB Position: Q2 2026 in Review

Impact Partnership Wealth opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q2 2026: 4,351 shares worth $201K. The stake represents 0.02% of the portfolio and ranks #423 among its holdings. This is a return to the name: Impact Partnership Wealth previously reported a position in IUSB as recently as Q4 2023.

Impact Partnership Wealth first reported a position in IUSB in Q3 2023 and has held it in 3 quarters since. 860 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Impact Partnership Wealth held 4,351 shares of iShares Core Universal USD Bond ETF worth $201K as of Q2 2026.
  • iShares Core Universal USD Bond ETF was a new Impact Partnership Wealth position in Q2 2026.
  • iShares Core Universal USD Bond ETF made up 0.02% of Impact Partnership Wealth's portfolio in Q2 2026, its #423 holding.
  • Impact Partnership Wealth first reported a position in iShares Core Universal USD Bond ETF in Q3 2023 and has held it in 3 quarters since.
  • 860 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.