Quest 10 Wealth Builders’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Quest 10 Wealth Builders’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	$137K	Buy	2,969 +74	+3%	+$3.41K	0.11%	122
2026 Q1	$134K	Buy	2,895 +78	+3%	+$3.63K	0.12%	123
2025 Q4	$131K	Buy	2,817 +894	+46%	+$41.8K	0.12%	119
2025 Q3	$89.8K	Buy	1,923 +455	+31%	+$21K	0.08%	131
2025 Q2	$67.9K	Sell	1,468 -198	-12%	-$9.04K	0.07%	156
2025 Q1	$76.8K	Buy	1,666 +1,167	+234%	+$53.2K	0.08%	138
2024 Q4	$22.6K	Buy	+499	New	+$22.9K	0.02%	288

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

Quest 10 Wealth Builders's IUSB Position: Q2 2026 in Review

Quest 10 Wealth Builders increased its iShares Core Universal USD Bond ETF (IUSB) stake by 2.6% in Q2 2026, buying an estimated $3.41K and bringing the position to 2,969 shares worth $137K. The position accounts for 0.11% of the portfolio, ranked #122.

Quest 10 Wealth Builders first reported a position in IUSB in Q4 2024 and has held it in 7 quarters since. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Quest 10 Wealth Builders held 2,969 shares of iShares Core Universal USD Bond ETF worth $137K as of Q2 2026.
Quest 10 Wealth Builders bought 74 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $3.41K.
iShares Core Universal USD Bond ETF made up 0.11% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #122 holding.
Quest 10 Wealth Builders first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 7 quarters since.
855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.