Liberty Square Wealth Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Liberty Square Wealth Partners’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	-6,127	Closed	-$283K	–	143
2026 Q1	$283K	Sell	6,127 -2,878	-32%	-$134K	0.08%	110
2025 Q4	$419K	Sell	9,005 -10,387	-54%	-$486K	0.12%	85
2025 Q3	$906K	Sell	19,392 -4,315	-18%	-$200K	0.28%	55
2025 Q2	$1.1M	Sell	23,707 -3,433	-13%	-$157K	0.38%	46
2025 Q1	$1.25M	Sell	27,140 -633	-2%	-$28.8K	0.48%	38
2024 Q4	$1.27M	Buy	+27,773	New	+$1.27M	0.46%	37

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

Liberty Square Wealth Partners's IUSB Position: Q2 2026 in Review

Liberty Square Wealth Partners sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2026, closing a stake of 6,127 shares — an estimated $283K sold.

Liberty Square Wealth Partners first reported a position in IUSB in Q4 2024 and held it in 6 quarters. The position peaked at $1.27M in Q4 2024. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Liberty Square Wealth Partners reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2026 after selling out during the quarter.
Liberty Square Wealth Partners sold 6,127 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $283K.
Liberty Square Wealth Partners first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and held it in 6 quarters.
Liberty Square Wealth Partners's iShares Core Universal USD Bond ETF position peaked at $1.27M in Q4 2024.
855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.