PP
IUSB icon

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

Prosperity Planning’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 		– Hold
0
– – – 76
2026
Q1 		– Hold
0
– – – 81
2025
Q4 		– Hold
0
– – – 77
2025
Q3 		– Hold
0
– – – 76
2025
Q2 		– Hold
0
– – – 69
2025
Q1 		– Hold
0
– – – 67
2024
Q4 		– Hold
0
– – – 69
2024
Q3 		– Sell
-13,708
Closed -$636K – 65
2024
Q2 		$620K Buy
+13,708
New +$616K 0.21% 68
2024
Q1 		– Hold
0
– – – 61
2023
Q4 		– Hold
0
– – – 66
2023
Q3 		– Hold
0
– – – 64
2023
Q2 		– Hold
0
– – – 65
2023
Q1 		– Sell
-8,276
Closed -$379K – 64
2022
Q4 		$432K Hold
8,276
– – 0.21% 60
2022
Q3 		$368K Buy
8,276
+1,458
+21% +$68K 0.19% 66
2022
Q2 		$404K Hold
6,818
– – 0.21% 61
2022
Q1 		$410K Hold
6,818
– – 0.2% 58
2021
Q4 		$361K Sell
6,818
-1,886
-22% -$100K 0.18% 59
2021
Q3 		$463K Buy
8,704
+830
+11% +$44.6K 0.25% 55
2021
Q2 		$421K Buy
+7,874
New +$418K 0.26% 55
2021
Q1 		– Hold
0
– – – 53

Other funds holding IUSB

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Prosperity Planning's IUSB Position: Q2 2026 in Review

Prosperity Planning held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q2 2026 at 0 shares worth $608K. The position accounts for 0.14% of the portfolio, ranked #76.

Prosperity Planning first reported a position in IUSB in Q2 2021 and has held it in 8 quarters since. The position peaked at $620K in Q2 2024. 164 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Prosperity Planning held 0 shares of iShares Core Universal USD Bond ETF worth $608K as of Q2 2026.
  • Prosperity Planning left its iShares Core Universal USD Bond ETF share count unchanged in Q2 2026.
  • iShares Core Universal USD Bond ETF made up 0.14% of Prosperity Planning's portfolio in Q2 2026, its #76 holding.
  • Prosperity Planning first reported a position in iShares Core Universal USD Bond ETF in Q2 2021 and has held it in 8 quarters since.
  • Prosperity Planning's iShares Core Universal USD Bond ETF position peaked at $620K in Q2 2024.
  • 164 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.