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Legacy Wealth Management (Idaho)’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Legacy Wealth Management (Idaho)’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
-235
Closed -$10.9K – 565
2026
Q1 		$10.9K Buy
235
+82
+54% +$3.82K 0.01% 472
2025
Q4 		$7.12K Buy
+153
New +$7.15K ﹤0.01% 479

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s IUSB Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2026, closing a stake of 235 shares — an estimated $10.9K sold.

Legacy Wealth Management (Idaho) first reported a position in IUSB in Q4 2025 and held it in 2 quarters. The position peaked at $10.9K in Q1 2026. 861 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 235 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $10.9K.
  • Legacy Wealth Management (Idaho) first reported a position in iShares Core Universal USD Bond ETF in Q4 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s iShares Core Universal USD Bond ETF position peaked at $10.9K in Q1 2026.
  • 861 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.