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Moneywise Inc’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Moneywise Inc’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 		$2.99M Sell
64,798
-911
-1% -$42K 1.12% 24
2026
Q1 		$3.04M Sell
65,709
-7,012
-10% -$327K 1.33% 23
2025
Q4 		$3.38M Sell
72,721
-16,729
-19% -$782K 1.41% 20
2025
Q3 		$4.18M Buy
89,450
+9,658
+12% +$447K 1.89% 16
2025
Q2 		$3.69M Sell
79,792
-9,362
-11% -$427K 1.73% 17
2025
Q1 		$4.11M Sell
89,154
-27,434
-24% -$1.25M 2.18% 12
2024
Q4 		$5.27M Sell
116,588
-918
-0.8% -$42.1K 2.64% 11
2024
Q3 		$5.54M Buy
117,506
+2,438
+2% +$113K 2.72% 14
2024
Q2 		$5.2M Buy
115,068
+36,521
+46% +$1.64M 2.76% 13
2024
Q1 		$3.58M Buy
+78,547
New +$3.57M 1.95% 13

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
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
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Moneywise Inc's IUSB Position: Q2 2026 in Review

Moneywise Inc reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 1.4% in Q2 2026, selling an estimated $42K and leaving 64,798 shares worth $2.99M. The position accounts for 1.12% of the portfolio, ranked #24.

Moneywise Inc first reported a position in IUSB in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.54M in Q3 2024. 241 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Moneywise Inc held 64,798 shares of iShares Core Universal USD Bond ETF worth $2.99M as of Q2 2026.
  • Moneywise Inc sold 911 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $42K.
  • iShares Core Universal USD Bond ETF made up 1.12% of Moneywise Inc's portfolio in Q2 2026, its #24 holding.
  • Moneywise Inc first reported a position in iShares Core Universal USD Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Moneywise Inc's iShares Core Universal USD Bond ETF position peaked at $5.54M in Q3 2024.
  • 241 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.