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Precision Wealth Strategies’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Precision Wealth Strategies’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 		$543K Sell
11,773
-57
-0.5% -$2.63K 0.16% 122
2026
Q1 		$546K Sell
11,830
-576
-5% -$26.8K 0.18% 117
2025
Q4 		$577K Buy
12,406
+4,644
+60% +$217K 0.19% 110
2025
Q3 		$363K Sell
7,762
-793
-9% -$36.7K 0.12% 145
2025
Q2 		$395K Buy
+8,555
New +$390K 0.13% 126

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

Precision Wealth Strategies's IUSB Position: Q2 2026 in Review

Precision Wealth Strategies reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 0.48% in Q2 2026, selling an estimated $2.63K and leaving 11,773 shares worth $543K. The position accounts for 0.16% of the portfolio, ranked #122.

Precision Wealth Strategies first reported a position in IUSB in Q2 2025 and has held it in 5 quarters since. The position peaked at $577K in Q4 2025. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Precision Wealth Strategies held 11,773 shares of iShares Core Universal USD Bond ETF worth $543K as of Q2 2026.
  • Precision Wealth Strategies sold 57 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $2.63K.
  • iShares Core Universal USD Bond ETF made up 0.16% of Precision Wealth Strategies's portfolio in Q2 2026, its #122 holding.
  • Precision Wealth Strategies first reported a position in iShares Core Universal USD Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Precision Wealth Strategies's iShares Core Universal USD Bond ETF position peaked at $577K in Q4 2025.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Precision Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.