SageGuard Financial Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

SageGuard Financial Group’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	$3.07M	Sell	66,577 -75,234	-53%	-$3.47M	0.43%	69
2026 Q1	$6.55M	Buy	141,811 +84,979	+150%	+$3.96M	1.01%	31
2025 Q4	$2.64M	Buy	+56,832	New	+$2.66M	0.42%	51

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

SageGuard Financial Group's IUSB Position: Q2 2026 in Review

SageGuard Financial Group reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 53% in Q2 2026, selling an estimated $3.47M and leaving 66,577 shares worth $3.07M. The position accounts for 0.43% of the portfolio, ranked #69.

SageGuard Financial Group first reported a position in IUSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.55M in Q1 2026. 575 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

SageGuard Financial Group held 66,577 shares of iShares Core Universal USD Bond ETF worth $3.07M as of Q2 2026.
SageGuard Financial Group sold 75,234 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $3.47M.
iShares Core Universal USD Bond ETF made up 0.43% of SageGuard Financial Group's portfolio in Q2 2026, its #69 holding.
SageGuard Financial Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2025 and has held it in 3 quarters since.
SageGuard Financial Group's iShares Core Universal USD Bond ETF position peaked at $6.55M in Q1 2026.
575 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.