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Leslie Global Wealth’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Leslie Global 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 		$10.4M Buy
+224,529
New +$10.4M 4.04% 6
2025
Q2 		– Sell
-249,866
Closed -$11.5M – 76
2025
Q1 		$11.5M Sell
249,866
-4,527
-2% -$206K 5.61% 4
2024
Q4 		$11.5M Buy
+254,393
New +$11.7M 5.34% 4

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 19.34% 1-Year Est. Return

Leslie Global Wealth's IUSB Position: Q2 2026 in Review

Leslie Global Wealth opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q2 2026: 224,529 shares worth $10.4M. The stake represents 4.04% of the portfolio and ranks #6 among its holdings. This is a return to the name: Leslie Global Wealth previously reported a position in IUSB as recently as Q1 2025.

Leslie Global Wealth first reported a position in IUSB in Q4 2024 and has held it in 3 quarters since. The position peaked at $11.5M in Q1 2025. 859 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Leslie Global Wealth held 224,529 shares of iShares Core Universal USD Bond ETF worth $10.4M as of Q2 2026.
  • iShares Core Universal USD Bond ETF was a new Leslie Global Wealth position in Q2 2026.
  • iShares Core Universal USD Bond ETF made up 4.04% of Leslie Global Wealth's portfolio in Q2 2026, its #6 holding.
  • Leslie Global Wealth first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • Leslie Global Wealth's iShares Core Universal USD Bond ETF position peaked at $11.5M in Q1 2025.
  • 859 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Leslie Global Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.