IWN
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Independent Wealth Network’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Independent Wealth Network’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 		$505K Buy
10,940
+3,888
+55% +$179K 0.13% 180
2026
Q1 		$326K Buy
7,052
+32
+0.5% +$1.49K 0.1% 210
2025
Q4 		$327K Buy
7,020
+2,108
+43% +$98.5K 0.1% 195
2025
Q3 		$229K Buy
+4,912
New +$227K 0.07% 240
2024
Q4 		– Sell
-6,318
Closed -$298K – 244
2024
Q3 		$298K Sell
6,318
-427
-6% -$19.8K 0.13% 171
2024
Q2 		$305K Sell
6,745
-539
-7% -$24.2K 0.14% 165
2024
Q1 		$332K Buy
7,284
+276
+4% +$12.6K 0.16% 157
2023
Q4 		$323K Buy
7,008
+175
+3% +$7.74K 0.17% 143
2023
Q3 		$299K Sell
6,833
-224
-3% -$10K 0.18% 137
2023
Q2 		$321K Buy
+7,057
New +$323K 0.19% 137

Other funds holding IUSB

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Independent Wealth Network's IUSB Position: Q2 2026 in Review

Independent Wealth Network increased its iShares Core Universal USD Bond ETF (IUSB) stake by 55% in Q2 2026, buying an estimated $179K and bringing the position to 10,940 shares worth $505K. The position accounts for 0.13% of the portfolio, ranked #180.

Independent Wealth Network first reported a position in IUSB in Q2 2023 and has held it in 10 quarters since. 241 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Independent Wealth Network held 10,940 shares of iShares Core Universal USD Bond ETF worth $505K as of Q2 2026.
  • Independent Wealth Network bought 3,888 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $179K.
  • iShares Core Universal USD Bond ETF made up 0.13% of Independent Wealth Network's portfolio in Q2 2026, its #180 holding.
  • Independent Wealth Network first reported a position in iShares Core Universal USD Bond ETF in Q2 2023 and has held it in 10 quarters since.
  • 241 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.