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

ORG Wealth Partners’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	$2.07M	Sell	44,765 -2,202	-5%	-$102K	0.31%	41
2026 Q1	$2.17M	Buy	46,967 +11,612	+33%	+$541K	0.43%	34
2025 Q4	$1.65M	Sell	35,355 -1,959	-5%	-$91.6K	0.39%	40
2025 Q3	$1.74M	Sell	37,314 -5,980	-14%	-$277K	0.37%	40
2025 Q2	$2M	Buy	43,294 +5,733	+15%	+$262K	0.48%	25
2025 Q1	$1.73M	Sell	37,561 -34,018	-48%	-$1.55M	0.53%	31
2024 Q4	$3.24M	Sell	71,579 -3,024	-4%	-$139K	1%	12
2024 Q3	$3.52M	Buy	+74,603	New	+$3.46M	1.17%	11

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

ORG Wealth Partners's IUSB Position: Q2 2026 in Review

ORG Wealth Partners reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 4.7% in Q2 2026, selling an estimated $102K and leaving 44,765 shares worth $2.07M. The position accounts for 0.31% of the portfolio, ranked #41.

ORG Wealth Partners first reported a position in IUSB in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.52M in Q3 2024. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

ORG Wealth Partners held 44,765 shares of iShares Core Universal USD Bond ETF worth $2.07M as of Q2 2026.
ORG Wealth Partners sold 2,202 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $102K.
iShares Core Universal USD Bond ETF made up 0.31% of ORG Wealth Partners's portfolio in Q2 2026, its #41 holding.
ORG Wealth Partners first reported a position in iShares Core Universal USD Bond ETF in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's iShares Core Universal USD Bond ETF position peaked at $3.52M in Q3 2024.
855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.