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

Sax Wealth Advisors’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	$6.22M	Sell	134,724 -11,510	-8%	-$531K	0.25%	74
2026 Q1	$6.81M	Hold	146,234	–	–	0.33%	56
2025 Q4	$6.81M	Sell	146,234 -14,001	-9%	-$654K	0.32%	58
2025 Q3	$7.48M	Sell	160,235 -9,192	-5%	-$425K	0.4%	43
2025 Q2	$7.83M	Buy	169,427 +60,659	+56%	+$2.77M	0.47%	34
2025 Q1	$5.01M	Buy	108,768 +47,979	+79%	+$2.19M	0.36%	46
2024 Q4	$2.75M	Buy	+60,789	New	+$2.79M	0.22%	61

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 1-Year Est. Return

Sax Wealth Advisors's IUSB Position: Q2 2026 in Review

Sax Wealth Advisors reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 7.9% in Q2 2026, selling an estimated $531K and leaving 134,724 shares worth $6.22M. The position accounts for 0.25% of the portfolio, ranked #74.

Sax Wealth Advisors first reported a position in IUSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.83M in Q2 2025. 861 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Sax Wealth Advisors held 134,724 shares of iShares Core Universal USD Bond ETF worth $6.22M as of Q2 2026.
Sax Wealth Advisors sold 11,510 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $531K.
iShares Core Universal USD Bond ETF made up 0.25% of Sax Wealth Advisors's portfolio in Q2 2026, its #74 holding.
Sax Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 7 quarters since.
Sax Wealth Advisors's iShares Core Universal USD Bond ETF position peaked at $7.83M in Q2 2025.
861 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.