Salomon & Ludwin’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Salomon & Ludwin’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	$781	Hold	17	–	–	﹤0.01%	2037
2026 Q1	$785	Hold	17	–	–	﹤0.01%	2020
2025 Q4	$792	Hold	17	–	–	﹤0.01%	2070
2025 Q3	$793	Hold	17	–	–	﹤0.01%	2064
2025 Q2	$782	Hold	17	–	–	﹤0.01%	776
2025 Q1	$783	Hold	17	–	–	﹤0.01%	658
2024 Q4	$768	Hold	17	–	–	﹤0.01%	670
2024 Q3	$801	Hold	17	–	–	﹤0.01%	674
2024 Q2	$769	Hold	17	–	–	﹤0.01%	672
2024 Q1	$775	Hold	17	–	–	﹤0.01%	787
2023 Q4	$743	Hold	17	–	–	﹤0.01%	706
2023 Q3	$743	Buy	+17	New	+$760	﹤0.01%	703

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

Salomon & Ludwin's IUSB Position: Q2 2026 in Review

Salomon & Ludwin held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q2 2026 at 17 shares worth $781. The position accounts for ﹤0.01% of the portfolio, ranked #2037.

Salomon & Ludwin first reported a position in IUSB in Q3 2023 and has held it in 12 quarters since. The position peaked at $801 in Q3 2024. 860 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Salomon & Ludwin held 17 shares of iShares Core Universal USD Bond ETF worth $781 as of Q2 2026.
Salomon & Ludwin left its iShares Core Universal USD Bond ETF share count unchanged in Q2 2026.
iShares Core Universal USD Bond ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #2037 holding.
Salomon & Ludwin first reported a position in iShares Core Universal USD Bond ETF in Q3 2023 and has held it in 12 quarters since.
Salomon & Ludwin's iShares Core Universal USD Bond ETF position peaked at $801 in Q3 2024.
860 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.