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

Meridian 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	$1.24M	Buy	26,791 +5,734	+27%	+$264K	0.15%	42
2026 Q1	$973K	Sell	21,057 -333	-2%	-$15.5K	0.13%	44
2025 Q4	$995K	Sell	21,390 -4,220	-16%	-$197K	0.14%	41
2025 Q3	$1.2M	Buy	25,610 +108	+0.4%	+$5K	0.16%	39
2025 Q2	$1.18M	Buy	25,502 +48	+0.2%	+$2.19K	0.17%	41
2025 Q1	$1.17M	Sell	25,454 -5,470	-18%	-$249K	0.19%	39
2024 Q4	$1.4M	Buy	30,924 +60	+0.2%	+$2.75K	0.21%	38
2024 Q3	$1.45M	Buy	30,864 +5,500	+22%	+$255K	0.23%	36
2024 Q2	$1.15M	Buy	25,364 +1,769	+7%	+$79.5K	0.2%	39
2024 Q1	$1.08M	Hold	23,595	–	–	0.19%	39
2023 Q4	$1.09M	Buy	23,595 +15,295	+184%	+$676K	0.21%	37
2023 Q3	$363K	Buy	+8,300	New	+$371K	0.08%	62
2023 Q2	–	Sell	-7,000	Closed	-$323K	–	97
2023 Q1	$323K	Hold	7,000	–	–	0.07%	60
2022 Q4	$315K	Buy	+7,000	New	+$313K	0.07%	61
2022 Q2	–	Sell	-48,006	Closed	-$2.38M	–	86
2022 Q1	$2.38M	Buy	+48,006	New	+$2.45M	0.5%	22

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

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

Meridian Wealth Partners increased its iShares Core Universal USD Bond ETF (IUSB) stake by 27% in Q2 2026, buying an estimated $264K and bringing the position to 26,791 shares worth $1.24M. The position accounts for 0.15% of the portfolio, ranked #42.

Meridian Wealth Partners first reported a position in IUSB in Q1 2022 and has held it in 15 quarters since. The position peaked at $2.38M in Q1 2022. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Meridian Wealth Partners held 26,791 shares of iShares Core Universal USD Bond ETF worth $1.24M as of Q2 2026.
Meridian Wealth Partners bought 5,734 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $264K.
iShares Core Universal USD Bond ETF made up 0.15% of Meridian Wealth Partners's portfolio in Q2 2026, its #42 holding.
Meridian Wealth Partners first reported a position in iShares Core Universal USD Bond ETF in Q1 2022 and has held it in 15 quarters since.
Meridian Wealth Partners's iShares Core Universal USD Bond ETF position peaked at $2.38M in Q1 2022.
857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

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