MWM
IUSB icon

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

Maripau 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 		$2.81M Buy
60,998
+17,166
+39% +$792K 1% 25
2026
Q1 		$2.02M Sell
43,832
-314
-0.7% -$14.6K 0.89% 30
2025
Q4 		$2.05M Sell
44,146
-959
-2% -$44.8K 0.95% 30
2025
Q3 		$2.11M Sell
45,105
-16,485
-27% -$762K 1.06% 24
2025
Q2 		$2.85M Sell
61,590
-17,166
-22% -$783K 1.43% 15
2025
Q1 		$3.63M Sell
78,756
-11,865
-13% -$541K 2.08% 10
2024
Q4 		$4.1M Sell
90,621
-37,941
-30% -$1.74M 2.43% 6
2024
Q3 		$6.06M Buy
128,562
+12,655
+11% +$587K 5.25% 4
2024
Q2 		$5.24M Sell
115,907
-2,080
-2% -$93.5K 3.58% 4
2024
Q1 		$5.38M Buy
117,987
+28,715
+32% +$1.31M 4.03% 4
2023
Q4 		$4.11M Sell
89,272
-4,773
-5% -$211K 3.58% 5
2023
Q3 		$4.11M Sell
94,045
-5,601
-6% -$250K 3.78% 4
2023
Q2 		$4.53M Buy
99,646
+18,237
+22% +$835K 4.03% 5
2023
Q1 		$3.76M Sell
81,409
-2,262
-3% -$104K 3.91% 5
2022
Q4 		$3.89M Buy
83,671
+6,902
+9% +$309K 4.05% 5
2022
Q3 		$3.37M Buy
76,769
+15,253
+25% +$712K 3.64% 5
2022
Q2 		$2.95M Sell
61,516
-4,271
-6% -$203K 3.19% 7
2022
Q1 		$3.14M Buy
65,787
+12,997
+25% +$662K 2.83% 10
2021
Q4 		$2.68M Buy
+52,790
New +$2.8M 2.54% 11

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 19.34% 1-Year Est. Return

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

Maripau Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 39% in Q2 2026, buying an estimated $792K and bringing the position to 60,998 shares worth $2.81M. The position accounts for 1% of the portfolio, ranked #25.

Maripau Wealth Management first reported a position in IUSB in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.06M in Q3 2024. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Maripau Wealth Management held 60,998 shares of iShares Core Universal USD Bond ETF worth $2.81M as of Q2 2026.
  • Maripau Wealth Management bought 17,166 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $792K.
  • iShares Core Universal USD Bond ETF made up 1% of Maripau Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Maripau Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Maripau Wealth Management's iShares Core Universal USD Bond ETF position peaked at $6.06M in Q3 2024.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Maripau Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.