Parr McKnight Wealth Management Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Parr McKnight Wealth Management 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	$13.2M	Sell	286,916 -1,265	-0.4%	-$58.3K	1.57%	13
2026 Q1	$13.3M	Sell	288,181 -17,456	-6%	-$813K	1.74%	6
2025 Q4	$14.2M	Sell	305,637 -71,509	-19%	-$3.34M	1.87%	6
2025 Q3	$17.6M	Buy	377,146 +16,577	+5%	+$767K	2.31%	5
2025 Q2	$16.7M	Sell	360,569 -39,536	-10%	-$1.8M	2.29%	5
2025 Q1	$18.4M	Sell	400,105 -25,199	-6%	-$1.15M	2.65%	5
2024 Q4	$19.2M	Buy	+425,304	New	+$19.5M	2.76%	5

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

Parr McKnight Wealth Management Group's IUSB Position: Q2 2026 in Review

Parr McKnight Wealth Management Group reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 0.44% in Q2 2026, selling an estimated $58.3K and leaving 286,916 shares worth $13.2M. The position accounts for 1.57% of the portfolio, ranked #13.

Parr McKnight Wealth Management Group first reported a position in IUSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.2M in Q4 2024. 854 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Parr McKnight Wealth Management Group held 286,916 shares of iShares Core Universal USD Bond ETF worth $13.2M as of Q2 2026.
Parr McKnight Wealth Management Group sold 1,265 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $58.3K.
iShares Core Universal USD Bond ETF made up 1.57% of Parr McKnight Wealth Management Group's portfolio in Q2 2026, its #13 holding.
Parr McKnight Wealth Management Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 7 quarters since.
Parr McKnight Wealth Management Group's iShares Core Universal USD Bond ETF position peaked at $19.2M in Q4 2024.
854 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.