Merkkuri Wealth Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Merkkuri Wealth Advisors’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	$2.5M	Buy	54,166 +21,479	+66%	+$990K	1.55%	21
2026 Q1	$1.51M	Buy	32,687 +10	+0%	+$466	1%	30
2025 Q4	$1.52M	Buy	32,677 +7,421	+29%	+$347K	1.04%	32
2025 Q3	$1.18M	Sell	25,256 -9,386	-27%	-$434K	0.86%	34
2025 Q2	$1.6M	Sell	34,642 -8,333	-19%	-$380K	1.22%	28
2025 Q1	$1.98M	Buy	42,975 +511	+1%	+$23.3K	1.7%	16
2024 Q4	$1.92M	Sell	42,464 -8,596	-17%	-$395K	1.52%	17
2024 Q3	$2.41M	Buy	51,060 +13,731	+37%	+$637K	1.9%	14
2024 Q2	$1.69M	Buy	+37,329	New	+$1.68M	1.55%	18

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

Merkkuri Wealth Advisors's IUSB Position: Q2 2026 in Review

Merkkuri Wealth Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 66% in Q2 2026, buying an estimated $990K and bringing the position to 54,166 shares worth $2.5M. The position accounts for 1.55% of the portfolio, ranked #21.

Merkkuri Wealth Advisors first reported a position in IUSB in Q2 2024 and has held it in 9 quarters since. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Merkkuri Wealth Advisors held 54,166 shares of iShares Core Universal USD Bond ETF worth $2.5M as of Q2 2026.
Merkkuri Wealth Advisors bought 21,479 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $990K.
iShares Core Universal USD Bond ETF made up 1.55% of Merkkuri Wealth Advisors's portfolio in Q2 2026, its #21 holding.
Merkkuri Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q2 2024 and has held it in 9 quarters since.
857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.