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

Orgel 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 		$9.14M Sell
197,945
-3,709
-2% -$171K 0.17% 31
2026
Q1 		$9.31M Sell
201,654
-2,068
-1% -$96.4K 0.2% 27
2025
Q4 		$9.48M Sell
203,722
-808
-0.4% -$37.8K 0.21% 28
2025
Q3 		$9.55M Buy
204,530
+16
+0% +$740 0.22% 28
2025
Q2 		$9.45M Sell
204,514
-12,981
-6% -$592K 0.23% 29
2025
Q1 		$10M Sell
217,495
-5,870
-3% -$268K 0.26% 27
2024
Q4 		$10.1M Sell
223,365
-4,711
-2% -$216K 0.26% 28
2024
Q3 		$10.7M Sell
228,076
-604
-0.3% -$28K 0.27% 29
2024
Q2 		$10.3M Buy
228,680
+2,001
+0.9% +$90K 0.28% 29
2024
Q1 		$10.3M Sell
226,679
-5,484
-2% -$250K 0.28% 29
2023
Q4 		$10.7M Buy
232,163
+220,980
+1,976% +$9.77M 0.32% 30
2023
Q3 		$489K Sell
11,183
-39,256
-78% -$1.75M 0.02% 54
2023
Q2 		$2.29M Sell
50,439
-25,750
-34% -$1.18M 0.08% 32
2023
Q1 		$3.52M Sell
76,189
-42,986
-36% -$1.97M 0.13% 32
2022
Q4 		$5.35M Sell
119,175
-125,288
-51% -$5.6M 0.21% 31
2022
Q3 		$10.9M Buy
+244,463
New +$11.4M 0.54% 24

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

Orgel Wealth Management's IUSB Position: Q2 2026 in Review

Orgel Wealth Management reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 1.8% in Q2 2026, selling an estimated $171K and leaving 197,945 shares worth $9.14M. The position accounts for 0.17% of the portfolio, ranked #31.

Orgel Wealth Management first reported a position in IUSB in Q3 2022 and has held it in 16 quarters since. The position peaked at $10.9M in Q3 2022. 854 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Orgel Wealth Management held 197,945 shares of iShares Core Universal USD Bond ETF worth $9.14M as of Q2 2026.
  • Orgel Wealth Management sold 3,709 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $171K.
  • iShares Core Universal USD Bond ETF made up 0.17% of Orgel Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Orgel Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Orgel Wealth Management's iShares Core Universal USD Bond ETF position peaked at $10.9M in Q3 2022.
  • 854 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

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