Mosley Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Mosley Wealth Management’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	$2.36M	Sell	51,039 -158,482	-76%	-$7.31M	0.75%	29
2026 Q1	$9.79M	Buy	209,521 +1,298	+0.6%	+$60.5K	4.43%	4
2025 Q4	$9.71M	Buy	+208,223	New	+$9.73M	4.45%	4
2024 Q4	$8.94M	Sell	196,721 -5,904	-3%	-$271K	5.54%	4
2024 Q3	$9.33M	Buy	202,625 +46,654	+30%	+$2.16M	6.37%	3
2024 Q2	$7.05M	Sell	155,971 -10,521	-6%	-$473K	6.01%	3
2024 Q1	$7.59M	Buy	166,492 +14,826	+10%	+$675K	7.12%	3
2023 Q4	$6.99M	Buy	+151,666	New	+$6.7M	6.89%	3

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Mosley Wealth Management's IUSB Position: Q2 2026 in Review

Mosley Wealth Management reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 76% in Q2 2026, selling an estimated $7.31M and leaving 51,039 shares worth $2.36M. The position accounts for 0.75% of the portfolio, ranked #29.

Mosley Wealth Management first reported a position in IUSB in Q4 2023 and has held it in 8 quarters since. The position peaked at $9.79M in Q1 2026. 564 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Mosley Wealth Management held 51,039 shares of iShares Core Universal USD Bond ETF worth $2.36M as of Q2 2026.
Mosley Wealth Management sold 158,482 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $7.31M.
iShares Core Universal USD Bond ETF made up 0.75% of Mosley Wealth Management's portfolio in Q2 2026, its #29 holding.
Mosley Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 8 quarters since.
Mosley Wealth Management's iShares Core Universal USD Bond ETF position peaked at $9.79M in Q1 2026.
564 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.