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Morris Financial Concepts’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Morris Financial Concepts’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 		$1.1M Buy
23,865
+784
+3% +$36.2K 0.34% 47
2026
Q1 		$1.07M Buy
23,081
+567
+3% +$26.4K 0.36% 48
2025
Q4 		$1.05M Buy
22,514
+833
+4% +$38.9K 0.37% 46
2025
Q3 		$1.01M Buy
21,681
+970
+5% +$44.9K 0.37% 45
2025
Q2 		$957K Buy
20,711
+239
+1% +$10.9K 0.38% 45
2025
Q1 		$943K Sell
20,472
-504
-2% -$23K 0.4% 45
2024
Q4 		$948K Sell
20,976
-7,012
-25% -$322K 0.41% 41
2024
Q3 		$1.32M Buy
27,988
+7,255
+35% +$337K 0.57% 33
2024
Q2 		$938K Buy
20,733
+89
+0.4% +$4K 0.45% 39
2024
Q1 		$941K Buy
20,644
+1,148
+6% +$52.2K 0.48% 37
2023
Q4 		$898K Buy
19,496
+917
+5% +$40.5K 0.51% 34
2023
Q3 		$812K Buy
18,579
+3,262
+21% +$146K 0.54% 33
2023
Q2 		$696K Buy
15,317
+3,698
+32% +$169K 0.45% 36
2023
Q1 		$536K Sell
11,619
-2,923
-20% -$134K 0.38% 41
2022
Q4 		$653K Buy
14,542
+5,531
+61% +$247K 0.53% 37
2022
Q3 		$401K Buy
9,011
+1,644
+22% +$76.7K 0.42% 39
2022
Q2 		$345K Sell
7,367
-5,125
-41% -$244K 0.33% 48
2022
Q1 		$620K Buy
+12,492
New +$637K 0.52% 30

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

Morris Financial Concepts's IUSB Position: Q2 2026 in Review

Morris Financial Concepts increased its iShares Core Universal USD Bond ETF (IUSB) stake by 3.4% in Q2 2026, buying an estimated $36.2K and bringing the position to 23,865 shares worth $1.1M. The position accounts for 0.34% of the portfolio, ranked #47.

Morris Financial Concepts first reported a position in IUSB in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.32M in Q3 2024. 860 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Morris Financial Concepts held 23,865 shares of iShares Core Universal USD Bond ETF worth $1.1M as of Q2 2026.
  • Morris Financial Concepts bought 784 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $36.2K.
  • iShares Core Universal USD Bond ETF made up 0.34% of Morris Financial Concepts's portfolio in Q2 2026, its #47 holding.
  • Morris Financial Concepts first reported a position in iShares Core Universal USD Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Morris Financial Concepts's iShares Core Universal USD Bond ETF position peaked at $1.32M in Q3 2024.
  • 860 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.