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Prosperity Consulting Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Prosperity Consulting Group’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 		$888K Buy
19,234
+2,938
+18% +$135K 0.03% 288
2026
Q1 		$753K Buy
16,296
+800
+5% +$37.3K 0.03% 285
2025
Q4 		$721K Buy
15,496
+6,482
+72% +$303K 0.03% 301
2025
Q3 		$421K Buy
+9,014
New +$417K 0.02% 363

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

Prosperity Consulting Group's IUSB Position: Q2 2026 in Review

Prosperity Consulting Group increased its iShares Core Universal USD Bond ETF (IUSB) stake by 18% in Q2 2026, buying an estimated $135K and bringing the position to 19,234 shares worth $888K. The position accounts for 0.03% of the portfolio, ranked #288.

Prosperity Consulting Group first reported a position in IUSB in Q3 2025 and has held it in 4 quarters since. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Prosperity Consulting Group held 19,234 shares of iShares Core Universal USD Bond ETF worth $888K as of Q2 2026.
  • Prosperity Consulting Group bought 2,938 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $135K.
  • iShares Core Universal USD Bond ETF made up 0.03% of Prosperity Consulting Group's portfolio in Q2 2026, its #288 holding.
  • Prosperity Consulting Group first reported a position in iShares Core Universal USD Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.