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

Madison 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 		$274K Sell
5,932
-2,094
-26% -$96.6K 0.03% 225
2026
Q1 		$371K Buy
8,026
+20
+0.2% +$932 0.06% 143
2025
Q4 		$373K Buy
8,006
+3,482
+77% +$163K 0.07% 133
2025
Q3 		$211K Buy
4,524
+168
+4% +$7.77K 0.04% 173
2025
Q2 		$201K Sell
4,356
-222
-5% -$10.1K 0.04% 167
2025
Q1 		$211K Sell
4,578
-451
-9% -$20.6K 0.05% 149
2024
Q4 		$227K Buy
5,029
+450
+10% +$20.7K 0.06% 142
2024
Q3 		$216K Hold
4,579
– – 0.06% 142
2024
Q2 		$207K Sell
4,579
-114
-2% -$5.13K 0.07% 125
2024
Q1 		$214K Sell
4,693
-330
-7% -$15K 0.08% 118
2023
Q4 		$231K Buy
+5,023
New +$222K 0.09% 105
2022
Q4 		– Sell
-6,224
Closed -$277K – 79
2022
Q3 		$277K Buy
+6,224
New +$290K 0.18% 59
2022
Q2 		– Sell
-11,724
Closed -$582K – 83
2022
Q1 		$582K Sell
11,724
-4,203
-26% -$214K 0.33% 34
2021
Q4 		$843K Sell
15,927
-2,432
-13% -$129K 0.42% 24
2021
Q3 		$977K Sell
18,359
-2,393
-12% -$129K 0.55% 21
2021
Q2 		$1.11M Sell
20,752
-70,679
-77% -$3.75M 0.64% 20
2021
Q1 		$4.99M Hold
91,431
– – 3.51% 9
2020
Q4 		$4.99M Buy
+91,431
New +$4.97M 3.35% 10

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

Madison Wealth Partners's IUSB Position: Q2 2026 in Review

Madison Wealth Partners reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 26% in Q2 2026, selling an estimated $96.6K and leaving 5,932 shares worth $274K. The position accounts for 0.03% of the portfolio, ranked #225.

Madison Wealth Partners first reported a position in IUSB in Q4 2020 and has held it in 18 quarters since. The position peaked at $4.99M in Q1 2021. 861 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Madison Wealth Partners held 5,932 shares of iShares Core Universal USD Bond ETF worth $274K as of Q2 2026.
  • Madison Wealth Partners sold 2,094 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $96.6K.
  • iShares Core Universal USD Bond ETF made up 0.03% of Madison Wealth Partners's portfolio in Q2 2026, its #225 holding.
  • Madison Wealth Partners first reported a position in iShares Core Universal USD Bond ETF in Q4 2020 and has held it in 18 quarters since.
  • Madison Wealth Partners's iShares Core Universal USD Bond ETF position peaked at $4.99M in Q1 2021.
  • 861 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.