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Orcam Financial Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Orcam Financial Group’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 		$320K Hold
6,943
– – 0.16% 76
2026
Q1 		$321K Buy
+6,943
New +$324K 0.23% 48

Other funds holding IUSB

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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

Orcam Financial Group's IUSB Position: Q2 2026 in Review

Orcam Financial Group held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q2 2026 at 6,943 shares worth $320K. The position accounts for 0.16% of the portfolio, ranked #76.

Orcam Financial Group first reported a position in IUSB in Q1 2026 and has held it in 2 quarters since. The position peaked at $321K in Q1 2026. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Orcam Financial Group held 6,943 shares of iShares Core Universal USD Bond ETF worth $320K as of Q2 2026.
  • Orcam Financial Group left its iShares Core Universal USD Bond ETF share count unchanged in Q2 2026.
  • iShares Core Universal USD Bond ETF made up 0.16% of Orcam Financial Group's portfolio in Q2 2026, its #76 holding.
  • Orcam Financial Group first reported a position in iShares Core Universal USD Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Orcam Financial Group's iShares Core Universal USD Bond ETF position peaked at $321K in Q1 2026.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Orcam Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.