Koshinski Asset Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Koshinski Asset 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	$354K	Hold	7,663	–	–	0.02%	553
2026 Q1	$354K	Hold	7,663	–	–	0.02%	528
2025 Q4	$357K	Sell	7,663 -795	-9%	-$37.2K	0.02%	516
2025 Q3	$395K	Buy	8,458 +795	+10%	+$36.8K	0.03%	485
2025 Q2	$354K	Hold	7,663	–	–	0.03%	485
2025 Q1	$353K	Buy	+7,663	New	+$349K	0.03%	451
2023 Q4	–	Sell	-8,505	Closed	-$372K	–	568
2023 Q3	$372K	Buy	8,505 +473	+6%	+$21.1K	0.04%	391
2023 Q2	$365K	Sell	8,032 -2,155	-21%	-$98.6K	0.04%	415
2023 Q1	$470K	Buy	10,187 +309	+3%	+$14.1K	0.05%	342
2022 Q4	$444K	Buy	9,878 +3,279	+50%	+$147K	0.04%	386
2022 Q3	$294K	Sell	6,599 -461	-7%	-$21.5K	0.04%	420
2022 Q2	$331K	Buy	7,060 +3,728	+112%	+$177K	0.03%	448
2022 Q1	$165K	Buy	+3,332	New	+$170K	0.01%	655
2021 Q4	–	Sell	-4,479	Closed	-$238K	–	2193
2021 Q3	$238K	Sell	4,479 -1,413	-24%	-$75.9K	0.02%	563
2021 Q2	$315K	Buy	+5,892	New	+$313K	0.04%	417
2020 Q1	–	Sell	-5,418	Closed	-$283K	–	486
2019 Q4	$283K	Buy	+5,418	New	+$283K	0.05%	418

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

Koshinski Asset Management's IUSB Position: Q2 2026 in Review

Koshinski Asset Management held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q2 2026 at 7,663 shares worth $354K. The position accounts for 0.02% of the portfolio, ranked #553.

Koshinski Asset Management first reported a position in IUSB in Q4 2019 and has held it in 16 quarters since. The position peaked at $470K in Q1 2023. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Koshinski Asset Management held 7,663 shares of iShares Core Universal USD Bond ETF worth $354K as of Q2 2026.
Koshinski Asset Management left its iShares Core Universal USD Bond ETF share count unchanged in Q2 2026.
iShares Core Universal USD Bond ETF made up 0.02% of Koshinski Asset Management's portfolio in Q2 2026, its #553 holding.
Koshinski Asset Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2019 and has held it in 16 quarters since.
Koshinski Asset Management's iShares Core Universal USD Bond ETF position peaked at $470K in Q1 2023.
855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.