MFG
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Magnus Financial Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Magnus Financial Group’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 		$232K Buy
+5,024
New +$232K 0.02% 360
2026
Q1 		– Sell
-4,506
Closed -$210K – 402
2025
Q4 		$210K Buy
+4,506
New +$211K 0.02% 398
2025
Q3 		– Sell
-4,394
Closed -$203K – 409
2025
Q2 		$203K Sell
4,394
-1,200
-21% -$54.8K 0.02% 364
2025
Q1 		$258K Sell
5,594
-963
-15% -$43.9K 0.03% 301
2024
Q4 		$296K Sell
6,557
-830
-11% -$38.1K 0.03% 272
2024
Q3 		$348K Buy
7,387
+1,737
+31% +$80.6K 0.04% 251
2024
Q2 		$255K Buy
5,650
+607
+12% +$27.3K 0.03% 274
2024
Q1 		$230K Buy
+5,043
New +$230K 0.03% 287

Other funds holding IUSB

Envestnet Portfolio Solutions
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
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Magnus Financial Group's IUSB Position: Q2 2026 in Review

Magnus Financial Group opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q2 2026: 5,024 shares worth $232K. The stake represents 0.02% of the portfolio and ranks #360 among its holdings. This is a return to the name: Magnus Financial Group previously reported a position in IUSB as recently as Q4 2025.

Magnus Financial Group first reported a position in IUSB in Q1 2024 and has held it in 8 quarters since. The position peaked at $348K in Q3 2024. 298 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Magnus Financial Group held 5,024 shares of iShares Core Universal USD Bond ETF worth $232K as of Q2 2026.
  • iShares Core Universal USD Bond ETF was a new Magnus Financial Group position in Q2 2026.
  • iShares Core Universal USD Bond ETF made up 0.02% of Magnus Financial Group's portfolio in Q2 2026, its #360 holding.
  • Magnus Financial Group first reported a position in iShares Core Universal USD Bond ETF in Q1 2024 and has held it in 8 quarters since.
  • Magnus Financial Group's iShares Core Universal USD Bond ETF position peaked at $348K in Q3 2024.
  • 298 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.