Shared Vision Wealth Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Shared Vision Wealth 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	$21M	Buy	455,884 +59,657	+15%	+$2.75M	7.23%	3
2026 Q1	$18.3M	Buy	396,227 +1,096	+0.3%	+$51.1K	7.47%	3
2025 Q4	$18.5M	Sell	395,131 -3,627	-0.9%	-$170K	7.48%	3
2025 Q3	$18.8M	Sell	398,758 -30,955	-7%	-$1.43M	7.95%	3
2025 Q2	$19.8M	Sell	429,713 -40,282	-9%	-$1.84M	9.87%	3
2025 Q1	$21.7M	Sell	469,995 -3,053	-0.6%	-$139K	11.83%	3
2024 Q4	$21.4M	Sell	473,048 -12,370	-3%	-$568K	11.25%	3
2024 Q3	$22.9M	Buy	485,418 +79,340	+20%	+$3.68M	12.22%	3
2024 Q2	$18.4M	Sell	406,078 -13,568	-3%	-$610K	10.69%	3
2024 Q1	$19.1M	Buy	419,646 +180,769	+76%	+$8.23M	11.95%	3
2023 Q4	$11M	Buy	+238,877	New	+$10.6M	7.35%	3

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

Shared Vision Wealth Group's IUSB Position: Q2 2026 in Review

Shared Vision Wealth Group increased its iShares Core Universal USD Bond ETF (IUSB) stake by 15% in Q2 2026, buying an estimated $2.75M and bringing the position to 455,884 shares worth $21M. The position accounts for 7.23% of the portfolio, ranked #3.

Shared Vision Wealth Group first reported a position in IUSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $22.9M in Q3 2024. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Shared Vision Wealth Group held 455,884 shares of iShares Core Universal USD Bond ETF worth $21M as of Q2 2026.
Shared Vision Wealth Group bought 59,657 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $2.75M.
iShares Core Universal USD Bond ETF made up 7.23% of Shared Vision Wealth Group's portfolio in Q2 2026, its #3 holding.
Shared Vision Wealth Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 11 quarters since.
Shared Vision Wealth Group's iShares Core Universal USD Bond ETF position peaked at $22.9M in Q3 2024.
855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.