KW
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KWB Wealth’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

KWB Wealth’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 		$24.6M Buy
533,978
+86,245
+19% +$3.98M 2.11% 13
2026
Q1 		$20.8M Sell
447,733
-8,632
-2% -$402K 2.06% 14
2025
Q4 		$21.2M Sell
456,365
-33,323
-7% -$1.56M 2.01% 14
2025
Q3 		$22.6M Buy
489,688
+38,681
+9% +$1.79M 2.5% 11
2025
Q2 		$20.8M Buy
451,007
+196,201
+77% +$8.95M 2.53% 10
2025
Q1 		$11.5M Sell
254,806
-76,914
-23% -$3.51M 1.39% 17
2024
Q4 		$15.6M Buy
331,720
+113,195
+52% +$5.2M 1.94% 12
2024
Q3 		$9.88M Buy
218,525
+18,016
+9% +$836K 1.29% 18
2024
Q2 		$9.14M Sell
200,509
-3,237
-2% -$146K 1.26% 18
2024
Q1 		$9.29M Buy
+203,746
New +$9.27M 1.25% 19

Other funds holding IUSB

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
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KWB Wealth's IUSB Position: Q2 2026 in Review

KWB Wealth increased its iShares Core Universal USD Bond ETF (IUSB) stake by 19% in Q2 2026, buying an estimated $3.98M and bringing the position to 533,978 shares worth $24.6M. The position accounts for 2.11% of the portfolio, ranked #13.

KWB Wealth first reported a position in IUSB in Q1 2024 and has held it in 10 quarters since. 164 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • KWB Wealth held 533,978 shares of iShares Core Universal USD Bond ETF worth $24.6M as of Q2 2026.
  • KWB Wealth bought 86,245 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $3.98M.
  • iShares Core Universal USD Bond ETF made up 2.11% of KWB Wealth's portfolio in Q2 2026, its #13 holding.
  • KWB Wealth first reported a position in iShares Core Universal USD Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 164 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.