Roger Wittlin Investment Advisory’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Roger Wittlin Investment Advisory’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	$584K	Buy	12,665 +131	+1%	+$6.04K	0.46%	29
2026 Q1	$579K	Buy	12,534 +86	+0.7%	+$4.01K	0.47%	28
2025 Q4	$579K	Buy	12,448 +172	+1%	+$8.04K	0.41%	30
2025 Q3	$573K	Buy	12,276 +3,465	+39%	+$160K	0.32%	30
2025 Q2	$407K	Buy	+8,811	New	+$402K	0.23%	33

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

Roger Wittlin Investment Advisory's IUSB Position: Q2 2026 in Review

Roger Wittlin Investment Advisory increased its iShares Core Universal USD Bond ETF (IUSB) stake by 1% in Q2 2026, buying an estimated $6.04K and bringing the position to 12,665 shares worth $584K. The position accounts for 0.46% of the portfolio, ranked #29.

Roger Wittlin Investment Advisory first reported a position in IUSB in Q2 2025 and has held it in 5 quarters since. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Roger Wittlin Investment Advisory held 12,665 shares of iShares Core Universal USD Bond ETF worth $584K as of Q2 2026.
Roger Wittlin Investment Advisory bought 131 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $6.04K.
iShares Core Universal USD Bond ETF made up 0.46% of Roger Wittlin Investment Advisory's portfolio in Q2 2026, its #29 holding.
Roger Wittlin Investment Advisory first reported a position in iShares Core Universal USD Bond ETF in Q2 2025 and has held it in 5 quarters since.
855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Roger Wittlin Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.