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

Regimen Wealth’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 		$3.5M Sell
75,655
-1,409
-2% -$65K 0.94% 19
2026
Q1 		$3.56M Sell
77,064
-55,461
-42% -$2.58M 1.04% 19
2025
Q4 		$6.17M Buy
132,525
+3,468
+3% +$162K 1.8% 17
2025
Q3 		$6.03M Buy
129,057
+2,637
+2% +$122K 1.79% 17
2025
Q2 		$5.84M Sell
126,420
-32,417
-20% -$1.48M 1.81% 17
2025
Q1 		$7.32M Sell
158,837
-1,082
-0.7% -$49.3K 2.35% 16
2024
Q4 		$7.21M Buy
159,919
+23,538
+17% +$1.08M 2.35% 16
2024
Q3 		$6.43M Buy
136,381
+1,690
+1% +$78.4K 2.08% 18
2024
Q2 		$6.09M Buy
134,691
+41,655
+45% +$1.87M 2.1% 18
2024
Q1 		$4.24M Buy
93,036
+298
+0.3% +$13.6K 1.47% 18
2023
Q4 		$4.27M Sell
92,738
-9,206
-9% -$407K 1.64% 17
2023
Q3 		$4.46M Buy
101,944
+915
+0.9% +$40.9K 1.83% 18
2023
Q2 		$4.59M Buy
101,029
+9,416
+10% +$431K 1.9% 18
2023
Q1 		$4.34M Buy
91,613
+11,154
+14% +$510K 1.88% 18
2022
Q4 		$3.61M Buy
+80,459
New +$3.6M 2.42% 11

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

Regimen Wealth's IUSB Position: Q2 2026 in Review

Regimen Wealth reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 1.8% in Q2 2026, selling an estimated $65K and leaving 75,655 shares worth $3.5M. The position accounts for 0.94% of the portfolio, ranked #19.

Regimen Wealth first reported a position in IUSB in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.32M in Q1 2025. 851 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Regimen Wealth held 75,655 shares of iShares Core Universal USD Bond ETF worth $3.5M as of Q2 2026.
  • Regimen Wealth sold 1,409 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $65K.
  • iShares Core Universal USD Bond ETF made up 0.94% of Regimen Wealth's portfolio in Q2 2026, its #19 holding.
  • Regimen Wealth first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Regimen Wealth's iShares Core Universal USD Bond ETF position peaked at $7.32M in Q1 2025.
  • 851 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Regimen Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.