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

Pines 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	$3.85M	Buy	83,493 +2,153	+3%	+$99.3K	1.11%	20
2026 Q1	$3.76M	Buy	81,340 +10,299	+14%	+$480K	1.22%	20
2025 Q4	$3.31M	Buy	71,041 +5,822	+9%	+$272K	1.07%	19
2025 Q3	$3.05M	Buy	65,219 +1,714	+3%	+$79.3K	1.03%	19
2025 Q2	$2.91M	Buy	63,505 +1,538	+2%	+$70.2K	1.03%	19
2025 Q1	$2.81M	Sell	61,967 -3,551	-5%	-$162K	1.3%	17
2024 Q4	$2.93M	Buy	+65,518	New	+$3.01M	1.28%	17

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

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

Pines Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 2.6% in Q2 2026, buying an estimated $99.3K and bringing the position to 83,493 shares worth $3.85M. The position accounts for 1.11% of the portfolio, ranked #20.

Pines Wealth Management first reported a position in IUSB in Q4 2024 and has held it in 7 quarters since. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Pines Wealth Management held 83,493 shares of iShares Core Universal USD Bond ETF worth $3.85M as of Q2 2026.
Pines Wealth Management bought 2,153 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $99.3K.
iShares Core Universal USD Bond ETF made up 1.11% of Pines Wealth Management's portfolio in Q2 2026, its #20 holding.
Pines Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 7 quarters since.
855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

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