Phillips Financial Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $563K | Sell |
12,209
-12,422
| -50% | -$573K | 0.04% | 137 |
|
|
2026
Q1 | $1.14M | Sell |
24,631
-914
| -4% | -$42.6K | 0.08% | 104 |
|
|
2025
Q4 | $1.19M | Sell |
25,545
-1,097
| -4% | -$51.3K | 0.08% | 106 |
|
|
2025
Q3 | $1.24M | Sell |
26,642
-5,831
| -18% | -$270K | 0.08% | 105 |
|
|
2025
Q2 | $1.5M | Sell |
32,473
-774
| -2% | -$35.3K | 0.11% | 88 |
|
|
2025
Q1 | $1.53M | Sell |
33,247
-3,275
| -9% | -$149K | 0.12% | 88 |
|
|
2024
Q4 | $1.65M | Sell |
36,522
-11,598
| -24% | -$532K | 0.13% | 87 |
|
|
2024
Q3 | $2.27M | Sell |
48,120
-6,609
| -12% | -$307K | 0.18% | 79 |
|
|
2024
Q2 | $2.47M | Sell |
54,729
-1,028
| -2% | -$46.2K | 0.2% | 75 |
|
|
2024
Q1 | $2.54M | Sell |
55,757
-7,192
| -11% | -$327K | 0.21% | 75 |
|
|
2023
Q4 | $2.9M | Sell |
62,949
-2,309
| -4% | -$102K | 0.25% | 68 |
|
|
2023
Q3 | $2.85M | Sell |
65,258
-3,589
| -5% | -$160K | 0.27% | 66 |
|
|
2023
Q2 | $3.13M | Sell |
68,847
-1,934
| -3% | -$88.5K | 0.29% | 61 |
|
|
2023
Q1 | $3.27M | Sell |
70,781
-6,357
| -8% | -$291K | 0.32% | 59 |
|
|
2022
Q4 | $3.47M | Sell |
77,138
-340
| -0.4% | -$15.2K | 0.35% | 58 |
|
|
2022
Q3 | $3.45M | Sell |
77,478
-3,367
| -4% | -$157K | 0.38% | 55 |
|
|
2022
Q2 | $3.79M | Buy |
80,845
+3,377
| +4% | +$160K | 0.41% | 48 |
|
|
2022
Q1 | $3.85M | Buy |
77,468
+6,227
| +9% | +$317K | 0.36% | 50 |
|
|
2021
Q4 | $3.77M | Sell |
71,241
-2,245
| -3% | -$119K | 0.37% | 47 |
|
|
2021
Q3 | $3.91M | Buy |
73,486
+2,901
| +4% | +$156K | 0.41% | 44 |
|
|
2021
Q2 | $3.78M | Buy |
70,585
+4,012
| +6% | +$213K | 0.39% | 43 |
|
|
2021
Q1 | $3.51M | Buy |
66,573
+2,416
| +4% | +$129K | 0.43% | 43 |
|
|
2020
Q4 | $3.5M | Buy |
64,157
+4,073
| +7% | +$221K | 0.48% | 42 |
|
|
2020
Q3 | $3.27M | Buy |
60,084
+8,374
| +16% | +$457K | 0.51% | 41 |
|
|
2020
Q2 | $2.81M | Buy |
51,710
+5,526
| +12% | +$296K | 0.46% | 44 |
|
|
2020
Q1 | $2.42M | Sell |
46,184
-3
| -0% | -$158 | 0.48% | 42 |
|
|
2019
Q4 | $2.41M | Buy |
46,187
+1,833
| +4% | +$95.6K | 0.39% | 43 |
|
|
2019
Q3 | $2.33M | Buy |
44,354
+1,340
| +3% | +$69.8K | 0.41% | 44 |
|
|
2019
Q2 | $2.22M | Buy |
43,014
+2,370
| +6% | +$120K | 0.41% | 45 |
|
|
2019
Q1 | $2.04M | Buy |
40,644
+1,705
| +4% | +$84.9K | 0.39% | 48 |
|
|
2018
Q4 | $1.92M | Buy |
38,939
+7,545
| +24% | +$368K | 0.41% | 43 |
|
|
2018
Q3 | $1.54M | Buy |
31,394
+7,840
| +33% | +$387K | 0.32% | 46 |
|
|
2018
Q2 | $1.16M | Buy |
23,554
+6,005
| +34% | +$296K | 0.24% | 49 |
|
|
2018
Q1 | $874K | Buy |
17,549
+6,813
| +63% | +$341K | 0.19% | 58 |
|
|
2017
Q4 | $546K | Buy |
+10,736
| New | +$547K | 0.12% | 61 |
|
Other funds holding IUSB
Phillips Financial Management's IUSB Position: Q2 2026 in Review
Phillips Financial Management reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 50% in Q2 2026, selling an estimated $573K and leaving 12,209 shares worth $563K. The position accounts for 0.04% of the portfolio, ranked #137.
Phillips Financial Management first reported a position in IUSB in Q4 2017 and has held it in 35 quarters since. The position peaked at $3.91M in Q3 2021. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.
- Phillips Financial Management held 12,209 shares of iShares Core Universal USD Bond ETF worth $563K as of Q2 2026.
- Phillips Financial Management sold 12,422 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $573K.
- iShares Core Universal USD Bond ETF made up 0.04% of Phillips Financial Management's portfolio in Q2 2026, its #137 holding.
- Phillips Financial Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2017 and has held it in 35 quarters since.
- Phillips Financial Management's iShares Core Universal USD Bond ETF position peaked at $3.91M in Q3 2021.
- 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.
Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.