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Omni 360 Wealth’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Omni 360 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 		$1.65M Buy
35,775
+8,542
+31% +$394K 0.76% 30
2026
Q1 		$1.26M Buy
27,233
+625
+2% +$29.1K 0.65% 34
2025
Q4 		$1.24M Sell
26,608
-7,672
-22% -$359K 0.64% 39
2025
Q3 		$1.6M Sell
34,280
-2,577
-7% -$119K 0.9% 26
2025
Q2 		$1.7M Sell
36,857
-1,085
-3% -$49.5K 1.06% 24
2025
Q1 		$1.75M Buy
37,942
+2,301
+6% +$105K 1.17% 25
2024
Q4 		$1.61M Buy
35,641
+3,456
+11% +$159K 1.07% 25
2024
Q3 		$1.52M Buy
32,185
+400
+1% +$18.6K 1.04% 27
2024
Q2 		$1.44M Buy
31,785
+2,447
+8% +$110K 1.09% 25
2024
Q1 		$1.34M Buy
29,338
+9,856
+51% +$449K 1.11% 23
2023
Q4 		$898K Buy
+19,482
New +$861K 0.84% 34

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

Omni 360 Wealth's IUSB Position: Q2 2026 in Review

Omni 360 Wealth increased its iShares Core Universal USD Bond ETF (IUSB) stake by 31% in Q2 2026, buying an estimated $394K and bringing the position to 35,775 shares worth $1.65M. The position accounts for 0.76% of the portfolio, ranked #30.

Omni 360 Wealth first reported a position in IUSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.75M in Q1 2025. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Omni 360 Wealth held 35,775 shares of iShares Core Universal USD Bond ETF worth $1.65M as of Q2 2026.
  • Omni 360 Wealth bought 8,542 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $394K.
  • iShares Core Universal USD Bond ETF made up 0.76% of Omni 360 Wealth's portfolio in Q2 2026, its #30 holding.
  • Omni 360 Wealth first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Omni 360 Wealth's iShares Core Universal USD Bond ETF position peaked at $1.75M in Q1 2025.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Omni 360 Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.