Princeton Global Asset Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Princeton Global Asset 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	$4.38K	Buy	95 +1	+1%	+$46	﹤0.01%	680
2026 Q1	$4.34K	Buy	94 +1	+1%	+$47	﹤0.01%	704
2025 Q4	$4.34K	Buy	93 +1	+1%	+$47	﹤0.01%	692
2025 Q3	$4.3K	Buy	92 +1	+1%	+$46	﹤0.01%	641
2025 Q2	$4.21K	Buy	91 +1	+1%	+$46	﹤0.01%	630
2025 Q1	$4.15K	Buy	90 +1	+1%	+$46	﹤0.01%	511
2024 Q4	$4.04K	Buy	89 +1	+1%	+$46	﹤0.01%	556
2024 Q3	$4.16K	Buy	88 +1	+1%	+$46	﹤0.01%	563
2024 Q2	$3.95K	Hold	87	–	–	﹤0.01%	549
2024 Q1	$3.94K	Buy	87 +1	+1%	+$46	﹤0.01%	497
2023 Q4	$3.96K	Buy	86 +1	+1%	+$44	﹤0.01%	513
2023 Q3	$3.71K	Buy	85 +1	+1%	+$45	﹤0.01%	488
2023 Q2	$3.83K	Buy	84 +1	+1%	+$46	﹤0.01%	483
2023 Q1	$3.85K	Buy	83 +28	+51%	+$1.28K	﹤0.01%	492
2022 Q4	$2K	Buy	+55	New	+$2.46K	﹤0.01%	506

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

Princeton Global Asset Management's IUSB Position: Q2 2026 in Review

Princeton Global Asset Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 1.1% in Q2 2026, buying an estimated $46 and bringing the position to 95 shares worth $4.38K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

Princeton Global Asset Management first reported a position in IUSB in Q4 2022 and has held it in 15 quarters since. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Princeton Global Asset Management held 95 shares of iShares Core Universal USD Bond ETF worth $4.38K as of Q2 2026.
Princeton Global Asset Management bought 1 iShares Core Universal USD Bond ETF share in Q2 2026, an estimated $46.
iShares Core Universal USD Bond ETF made up ﹤0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #680 holding.
Princeton Global Asset Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and has held it in 15 quarters since.
857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.