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

Sagespring 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	$7.94M	Sell	171,994 -80,177	-32%	-$3.7M	0.12%	97
2026 Q1	$11.6M	Buy	252,171 +119,571	+90%	+$5.57M	0.21%	64
2025 Q4	$6.17M	Buy	132,600 +3,700	+3%	+$173K	0.11%	99
2025 Q3	$6.02M	Sell	128,900 -8,570	-6%	-$396K	0.12%	94
2025 Q2	$6.36M	Buy	137,470 +3,532	+3%	+$161K	0.14%	87
2025 Q1	$6.17M	Buy	133,938 +68,231	+104%	+$3.11M	0.16%	77
2024 Q4	$2.97M	Buy	+65,707	New	+$3.02M	0.08%	112

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

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

Sagespring Wealth Partners reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 32% in Q2 2026, selling an estimated $3.7M and leaving 171,994 shares worth $7.94M. The position accounts for 0.12% of the portfolio, ranked #97.

Sagespring Wealth Partners first reported a position in IUSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.6M in Q1 2026. 859 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Sagespring Wealth Partners held 171,994 shares of iShares Core Universal USD Bond ETF worth $7.94M as of Q2 2026.
Sagespring Wealth Partners sold 80,177 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $3.7M.
iShares Core Universal USD Bond ETF made up 0.12% of Sagespring Wealth Partners's portfolio in Q2 2026, its #97 holding.
Sagespring Wealth Partners first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's iShares Core Universal USD Bond ETF position peaked at $11.6M in Q1 2026.
859 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

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