Maridea Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Maridea Wealth Management’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	$6.7M	Buy	145,235 +15,111	+12%	+$697K	0.73%	30
2026 Q1	$6.01M	Buy	130,124 +19,365	+17%	+$902K	0.87%	25
2025 Q4	$5.15M	Buy	110,759 +23,015	+26%	+$1.08M	0.77%	31
2025 Q3	$4.13M	Buy	+87,744	New	+$4.06M	0.64%	32
2025 Q1	–	Sell	-6,665	Closed	-$301K	–	256
2024 Q4	$301K	Buy	+6,665	New	+$306K	0.1%	176

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

Maridea Wealth Management's IUSB Position: Q2 2026 in Review

Maridea Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 12% in Q2 2026, buying an estimated $697K and bringing the position to 145,235 shares worth $6.7M. The position accounts for 0.73% of the portfolio, ranked #30.

Maridea Wealth Management first reported a position in IUSB in Q4 2024 and has held it in 5 quarters since. 860 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Maridea Wealth Management held 145,235 shares of iShares Core Universal USD Bond ETF worth $6.7M as of Q2 2026.
Maridea Wealth Management bought 15,111 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $697K.
iShares Core Universal USD Bond ETF made up 0.73% of Maridea Wealth Management's portfolio in Q2 2026, its #30 holding.
Maridea Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 5 quarters since.
860 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.