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Quotient Wealth Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Quotient Wealth Partners’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 		$1.61M Buy
34,915
+2,493
+8% +$115K 0.04% 101
2026
Q1 		$1.5M Sell
32,422
-1,374
-4% -$64K 0.04% 96
2025
Q4 		$1.57M Sell
33,796
-4,742
-12% -$222K 0.04% 97
2025
Q3 		$1.8M Sell
38,538
-1,764
-4% -$81.6K 0.05% 88
2025
Q2 		$1.86M Buy
40,302
+1,486
+4% +$67.8K 0.05% 79
2025
Q1 		$1.79M Buy
38,816
+3,527
+10% +$161K 0.06% 76
2024
Q4 		$1.6M Buy
35,289
+1,836
+5% +$84.3K 0.05% 80
2024
Q3 		$1.58M Sell
33,453
-8,513
-20% -$395K 0.05% 75
2024
Q2 		$1.9M Sell
41,966
-84,112
-67% -$3.78M 0.07% 65
2024
Q1 		$5.75M Sell
126,078
-85,456
-40% -$3.89M 0.21% 37
2023
Q4 		$9.75M Buy
+211,534
New +$9.35M 0.38% 34

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

Quotient Wealth Partners's IUSB Position: Q2 2026 in Review

Quotient Wealth Partners increased its iShares Core Universal USD Bond ETF (IUSB) stake by 7.7% in Q2 2026, buying an estimated $115K and bringing the position to 34,915 shares worth $1.61M. The position accounts for 0.04% of the portfolio, ranked #101.

Quotient Wealth Partners first reported a position in IUSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.75M in Q4 2023. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Quotient Wealth Partners held 34,915 shares of iShares Core Universal USD Bond ETF worth $1.61M as of Q2 2026.
  • Quotient Wealth Partners bought 2,493 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $115K.
  • iShares Core Universal USD Bond ETF made up 0.04% of Quotient Wealth Partners's portfolio in Q2 2026, its #101 holding.
  • Quotient Wealth Partners first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Quotient Wealth Partners's iShares Core Universal USD Bond ETF position peaked at $9.75M in Q4 2023.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.