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Plan Group Financial’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Plan Group Financial’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 		$253K Sell
5,472
-2,111
-28% -$97.3K 0.05% 202
2026
Q1 		$350K Buy
+7,583
New +$353K 0.08% 149
2023
Q3 		– Sell
-9,605
Closed -$431K – 84
2023
Q2 		$431K Buy
+9,605
New +$440K 0.36% 39

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

Plan Group Financial's IUSB Position: Q2 2026 in Review

Plan Group Financial reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 28% in Q2 2026, selling an estimated $97.3K and leaving 5,472 shares worth $253K. The position accounts for 0.05% of the portfolio, ranked #202.

Plan Group Financial first reported a position in IUSB in Q2 2023 and has held it in 3 quarters since. The position peaked at $431K in Q2 2023. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Plan Group Financial held 5,472 shares of iShares Core Universal USD Bond ETF worth $253K as of Q2 2026.
  • Plan Group Financial sold 2,111 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $97.3K.
  • iShares Core Universal USD Bond ETF made up 0.05% of Plan Group Financial's portfolio in Q2 2026, its #202 holding.
  • Plan Group Financial first reported a position in iShares Core Universal USD Bond ETF in Q2 2023 and has held it in 3 quarters since.
  • Plan Group Financial's iShares Core Universal USD Bond ETF position peaked at $431K in Q2 2023.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.