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

Imprint 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	$99.5K	Buy	2,155 +2,130	+8,520%	+$98.2K	0.4%	43
2026 Q1	$1.16K	Hold	25	–	–	0.01%	260
2025 Q4	$1.16K	Sell	25 -25	-50%	-$1.17K	0.01%	279
2025 Q3	$2.34K	Buy	+50	New	+$2.31K	0.01%	270
2024 Q1	$388K	Buy	8,600 +2,736	+47%	+$125K	0.09%	192
2023 Q4	$270K	Buy	5,864 +217	+4%	+$9.59K	0.22%	129
2023 Q3	$247K	Sell	5,647 -1,423	-20%	-$63.6K	0.21%	123
2023 Q2	$321K	Sell	7,070 -726	-9%	-$33.2K	0.2%	135
2023 Q1	$360K	Buy	+7,796	New	+$357K	0.24%	116

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

Imprint Wealth's IUSB Position: Q2 2026 in Review

Imprint Wealth increased its iShares Core Universal USD Bond ETF (IUSB) stake by 8,520% in Q2 2026, buying an estimated $98.2K and bringing the position to 2,155 shares worth $99.5K. The position accounts for 0.4% of the portfolio, ranked #43.

Imprint Wealth first reported a position in IUSB in Q1 2023 and has held it in 9 quarters since. The position peaked at $388K in Q1 2024. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Imprint Wealth held 2,155 shares of iShares Core Universal USD Bond ETF worth $99.5K as of Q2 2026.
Imprint Wealth bought 2,130 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $98.2K.
iShares Core Universal USD Bond ETF made up 0.4% of Imprint Wealth's portfolio in Q2 2026, its #43 holding.
Imprint Wealth first reported a position in iShares Core Universal USD Bond ETF in Q1 2023 and has held it in 9 quarters since.
Imprint Wealth's iShares Core Universal USD Bond ETF position peaked at $388K in Q1 2024.
857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Imprint Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.