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Midwest Financial Network’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Midwest Financial Network’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 		$729K Buy
+15,788
New +$728K 0.5% 59

Other funds holding IUSB

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Midwest Financial Network's IUSB Position: Q2 2026 in Review

Midwest Financial Network opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q2 2026: 15,788 shares worth $729K. The stake represents 0.5% of the portfolio and ranks #59 among its holdings.

298 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Midwest Financial Network held 15,788 shares of iShares Core Universal USD Bond ETF worth $729K as of Q2 2026.
  • iShares Core Universal USD Bond ETF was a new Midwest Financial Network position in Q2 2026.
  • iShares Core Universal USD Bond ETF made up 0.5% of Midwest Financial Network's portfolio in Q2 2026, its #59 holding.
  • 298 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Midwest Financial Network's 13F filing for Q2 2026, filed 7 Jul 2026.