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

NewEdge Wealth’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	$330K	Buy	7,141 +505	+8%	+$23.3K	﹤0.01%	1007
2026 Q1	$307K	Buy	6,636 +1,380	+26%	+$64.3K	﹤0.01%	960
2025 Q4	$245K	Sell	5,256 -225	-4%	-$10.5K	﹤0.01%	1095
2025 Q3	$255K	Sell	5,481 -536	-9%	-$24.8K	﹤0.01%	918
2025 Q2	$278K	Buy	6,017 +1,608	+36%	+$73.4K	﹤0.01%	853
2025 Q1	$203K	Buy	+4,409	New	+$201K	﹤0.01%	893
2024 Q4	–	Sell	-4,733	Closed	-$223K	–	943
2024 Q3	$223K	Sell	4,733 -3,147	-40%	-$146K	﹤0.01%	811
2024 Q2	$356K	Sell	7,880 -9,722	-55%	-$437K	0.01%	618
2024 Q1	$785K	Buy	17,602 +12,634	+254%	+$575K	0.02%	465
2023 Q4	$229K	Sell	4,968 -10,999	-69%	-$486K	0.01%	677
2023 Q3	$698K	Sell	15,967 -28	-0.2%	-$1.25K	0.02%	413
2023 Q2	$727K	Buy	+15,995	New	+$732K	0.02%	405

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

NewEdge Wealth's IUSB Position: Q2 2026 in Review

NewEdge Wealth increased its iShares Core Universal USD Bond ETF (IUSB) stake by 7.6% in Q2 2026, buying an estimated $23.3K and bringing the position to 7,141 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #1007.

NewEdge Wealth first reported a position in IUSB in Q2 2023 and has held it in 12 quarters since. The position peaked at $785K in Q1 2024. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

NewEdge Wealth held 7,141 shares of iShares Core Universal USD Bond ETF worth $330K as of Q2 2026.
NewEdge Wealth bought 505 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $23.3K.
iShares Core Universal USD Bond ETF made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1007 holding.
NewEdge Wealth first reported a position in iShares Core Universal USD Bond ETF in Q2 2023 and has held it in 12 quarters since.
NewEdge Wealth's iShares Core Universal USD Bond ETF position peaked at $785K in Q1 2024.
857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.