Planning Project LLC’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Planning Project LLC’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
2025 Q4	$4.87K	Buy	+105	New	+$4.91K	﹤0.01%	118

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Planning Project LLC's IUSB Position: Q4 2025 in Review

Planning Project LLC opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q4 2025: 105 shares worth $4.87K. The stake represents ﹤0.01% of the portfolio and ranks #118 among its holdings.

841 funds tracked by Wall St. Rank hold IUSB as of Q4 2025.

Planning Project LLC held 105 shares of iShares Core Universal USD Bond ETF worth $4.87K as of Q4 2025.
iShares Core Universal USD Bond ETF was a new Planning Project LLC position in Q4 2025.
iShares Core Universal USD Bond ETF made up ﹤0.01% of Planning Project LLC's portfolio in Q4 2025, its #118 holding.
841 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.