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Institute for Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Institute for 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 		$4.75K Buy
+103
New +$4.75K ﹤0.01% 1463

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Institute for Wealth Management's IUSB Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q2 2026: 103 shares worth $4.75K. The stake represents ﹤0.01% of the portfolio and ranks #1463 among its holdings.

620 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Institute for Wealth Management held 103 shares of iShares Core Universal USD Bond ETF worth $4.75K as of Q2 2026.
  • iShares Core Universal USD Bond ETF was a new Institute for Wealth Management position in Q2 2026.
  • iShares Core Universal USD Bond ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1463 holding.
  • 620 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.