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 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

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. 860 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.
860 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.