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

Oregon Pacific 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	$909K	Buy	19,696 +2,266	+13%	+$104K	0.85%	25
2026 Q1	$805K	Buy	17,430 +1,867	+12%	+$87K	0.84%	26
2025 Q4	$724K	Buy	15,563 +2,588	+20%	+$121K	0.75%	29
2025 Q3	$606K	Buy	12,975 +2,627	+25%	+$121K	0.52%	48
2025 Q2	$478K	Buy	10,348 +1,958	+23%	+$89.3K	0.45%	59
2025 Q1	$387K	Buy	+8,390	New	+$382K	0.39%	76

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

Oregon Pacific Wealth Management's IUSB Position: Q2 2026 in Review

Oregon Pacific Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 13% in Q2 2026, buying an estimated $104K and bringing the position to 19,696 shares worth $909K. The position accounts for 0.85% of the portfolio, ranked #25.

Oregon Pacific Wealth Management first reported a position in IUSB in Q1 2025 and has held it in 6 quarters since. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Oregon Pacific Wealth Management held 19,696 shares of iShares Core Universal USD Bond ETF worth $909K as of Q2 2026.
Oregon Pacific Wealth Management bought 2,266 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $104K.
iShares Core Universal USD Bond ETF made up 0.85% of Oregon Pacific Wealth Management's portfolio in Q2 2026, its #25 holding.
Oregon Pacific Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2025 and has held it in 6 quarters since.
857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.