Life Planning Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Life Planning 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	$3.31M	Sell	71,639 -9,759	-12%	-$450K	2.46%	10
2026 Q1	$3.76M	Sell	81,398 -191	-0.2%	-$8.9K	2.87%	8
2025 Q4	$3.8M	Sell	81,589 -1,192	-1%	-$55.7K	2.91%	8
2025 Q3	$3.87M	Sell	82,781 -3,679	-4%	-$170K	2.82%	8
2025 Q2	$4M	Sell	86,460 -6,372	-7%	-$291K	3.18%	8
2025 Q1	$4.28M	Sell	92,832 -4,091	-4%	-$186K	3.87%	7
2024 Q4	$4.38M	Sell	96,923 -1,460	-1%	-$67K	4.05%	5
2024 Q3	$4.64M	Buy	98,383 +2,361	+2%	+$110K	4.14%	6
2024 Q2	$4.34M	Sell	96,022 -5,476	-5%	-$246K	3.94%	6
2024 Q1	$4.63M	Sell	101,498 -2,841	-3%	-$129K	4.61%	5
2023 Q4	$4.81M	Buy	+104,339	New	+$4.61M	4.73%	5
2022 Q3	$4.99M	Sell	112,031 -1,863	-2%	-$86.9K	5.71%	5
2022 Q2	$5.33M	Sell	113,894 -596	-0.5%	-$28.3K	5.99%	4
2022 Q1	$5.68M	Buy	114,490 +1,980	+2%	+$101K	5.78%	4
2021 Q4	$5.99M	Buy	+112,510	New	+$5.97M	6.03%	3

Other funds holding IUSB

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Life Planning Partners's IUSB Position: Q2 2026 in Review

Life Planning Partners reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 12% in Q2 2026, selling an estimated $450K and leaving 71,639 shares worth $3.31M. The position accounts for 2.46% of the portfolio, ranked #10.

Life Planning Partners first reported a position in IUSB in Q4 2021 and has held it in 15 quarters since. The position peaked at $5.99M in Q4 2021. 511 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Life Planning Partners held 71,639 shares of iShares Core Universal USD Bond ETF worth $3.31M as of Q2 2026.
Life Planning Partners sold 9,759 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $450K.
iShares Core Universal USD Bond ETF made up 2.46% of Life Planning Partners's portfolio in Q2 2026, its #10 holding.
Life Planning Partners first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and has held it in 15 quarters since.
Life Planning Partners's iShares Core Universal USD Bond ETF position peaked at $5.99M in Q4 2021.
511 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Life Planning Partners's 13F filing for Q2 2026, filed 22 Jul 2026.