Legacy Edge Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Legacy Edge Advisors’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	$2.12M	Buy	45,923 +8,850	+24%	+$408K	0.19%	68
2026 Q1	$1.71M	Buy	37,073 +5,577	+18%	+$260K	0.18%	69
2025 Q4	$1.47M	Sell	31,496 -2,144	-6%	-$100K	0.16%	79
2025 Q3	$1.57M	Sell	33,640 -2,664	-7%	-$123K	0.19%	63
2025 Q2	$1.68M	Buy	36,304 +841	+2%	+$38.4K	0.22%	58
2025 Q1	$1.63M	Sell	35,463 -14,442	-29%	-$658K	0.26%	48
2024 Q4	$2.26M	Sell	49,905 -2,642	-5%	-$121K	0.36%	38
2024 Q3	$2.48M	Buy	52,547 +3,658	+7%	+$170K	0.4%	39
2024 Q2	$2.21M	Sell	48,889 -14,696	-23%	-$661K	0.41%	37
2024 Q1	$2.9M	Sell	63,585 -43,903	-41%	-$2M	0.6%	33
2023 Q4	$4.95M	Buy	+107,488	New	+$4.75M	1.13%	25

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 1-Year Est. Return

Legacy Edge Advisors's IUSB Position: Q2 2026 in Review

Legacy Edge Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 24% in Q2 2026, buying an estimated $408K and bringing the position to 45,923 shares worth $2.12M. The position accounts for 0.19% of the portfolio, ranked #68.

Legacy Edge Advisors first reported a position in IUSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.95M in Q4 2023. 861 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Legacy Edge Advisors held 45,923 shares of iShares Core Universal USD Bond ETF worth $2.12M as of Q2 2026.
Legacy Edge Advisors bought 8,850 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $408K.
iShares Core Universal USD Bond ETF made up 0.19% of Legacy Edge Advisors's portfolio in Q2 2026, its #68 holding.
Legacy Edge Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 11 quarters since.
Legacy Edge Advisors's iShares Core Universal USD Bond ETF position peaked at $4.95M in Q4 2023.
861 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.