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

Insight Wealth Partners’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 		$634K Sell
13,747
-6,465
-32% -$298K 0.09% 75
2026
Q1 		$934K Buy
20,212
+1,506
+8% +$70.2K 0.13% 58
2025
Q4 		$871K Buy
18,706
+1,331
+8% +$62.2K 0.12% 60
2025
Q3 		$812K Buy
17,375
+4,772
+38% +$221K 0.25% 60
2025
Q2 		$583K Buy
12,603
+30
+0.2% +$1.37K 0.23% 65
2025
Q1 		$579K Buy
12,573
+136
+1% +$6.2K 0.1% 64
2024
Q4 		$562K Buy
12,437
+963
+8% +$44.2K 0.08% 64
2024
Q3 		$541K Buy
11,474
+2,135
+23% +$99.1K 0.11% 65
2024
Q2 		$422K Sell
9,339
-310
-3% -$13.9K 0.07% 67
2024
Q1 		$440K Buy
9,649
+3,003
+45% +$137K 0.08% 62
2023
Q4 		$306K Buy
6,646
+931
+16% +$41.1K 0.05% 67
2023
Q3 		$250K Buy
5,715
+264
+5% +$11.8K 0.05% 65
2023
Q2 		$248K Sell
5,451
-489
-8% -$22.4K 0.06% 66
2023
Q1 		$274K Buy
5,940
+451
+8% +$20.6K 0.06% 51
2022
Q4 		$247K Sell
5,489
-109,415
-95% -$4.89M 0.18% 48
2022
Q3 		$5.11M Buy
114,904
+5,076
+5% +$237K 4.82% 5
2022
Q2 		$5.14M Sell
109,828
-2,485
-2% -$118K 3.86% 8
2022
Q1 		$5.57M Sell
112,313
-69,859
-38% -$3.56M 3.1% 8
2021
Q4 		$9.64M Buy
182,172
+1,303
+0.7% +$69.1K 1.8% 9
2021
Q3 		$9.63M Buy
180,869
+40,896
+29% +$2.2M 5.16% 8
2021
Q2 		$7.49M Sell
139,973
-3,582
-2% -$190K 3.99% 8
2021
Q1 		$7.57M Buy
+143,555
New +$7.69M 3.73% 7

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

Insight Wealth Partners's IUSB Position: Q2 2026 in Review

Insight Wealth Partners reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 32% in Q2 2026, selling an estimated $298K and leaving 13,747 shares worth $634K. The position accounts for 0.09% of the portfolio, ranked #75.

Insight Wealth Partners first reported a position in IUSB in Q1 2021 and has held it in 22 quarters since. The position peaked at $9.64M in Q4 2021. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Insight Wealth Partners held 13,747 shares of iShares Core Universal USD Bond ETF worth $634K as of Q2 2026.
  • Insight Wealth Partners sold 6,465 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $298K.
  • iShares Core Universal USD Bond ETF made up 0.09% of Insight Wealth Partners's portfolio in Q2 2026, its #75 holding.
  • Insight Wealth Partners first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Insight Wealth Partners's iShares Core Universal USD Bond ETF position peaked at $9.64M in Q4 2021.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Insight Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.