Investor's Fiduciary Advisor Network’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Investor's Fiduciary Advisor 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	–	Sell	-26,435	Closed	-$1.22M	–	250
2026 Q1	$1.22M	Sell	26,435 -2,366	-8%	-$110K	0.37%	77
2025 Q4	$1.34M	Buy	28,801 +627	+2%	+$29.3K	0.29%	83
2025 Q3	$1.32M	Sell	28,174 -6,630	-19%	-$307K	0.45%	62
2025 Q2	$1.61M	Sell	34,804 -9,918	-22%	-$453K	0.6%	43
2025 Q1	$2.06M	Sell	44,722 -1,020	-2%	-$46.5K	0.97%	27
2024 Q4	$2.07M	Buy	+45,742	New	+$2.1M	0.79%	32

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

Investor's Fiduciary Advisor Network's IUSB Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2026, closing a stake of 26,435 shares — an estimated $1.22M sold.

Investor's Fiduciary Advisor Network first reported a position in IUSB in Q4 2024 and held it in 6 quarters. The position peaked at $2.07M in Q4 2024. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Investor's Fiduciary Advisor Network reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2026 after selling out during the quarter.
Investor's Fiduciary Advisor Network sold 26,435 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $1.22M.
Investor's Fiduciary Advisor Network first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and held it in 6 quarters.
Investor's Fiduciary Advisor Network's iShares Core Universal USD Bond ETF position peaked at $2.07M in Q4 2024.
855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.