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SigFig Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

SigFig Wealth Management’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 		$255M Buy
5,503,503
+268,505
+5% +$12.4M 6.76% 4
2026
Q1 		$242M Buy
5,234,998
+603,965
+13% +$28.1M 7.09% 4
2025
Q4 		$216M Buy
4,631,033
+206,261
+5% +$9.64M 6.42% 4
2025
Q3 		$207M Buy
4,424,772
+303,906
+7% +$14.1M 6.39% 4
2025
Q2 		$190M Buy
4,120,866
+28,343
+0.7% +$1.29M 6.28% 4
2025
Q1 		$188M Buy
4,092,523
+90,821
+2% +$4.14M 6.8% 4
2024
Q4 		$181M Buy
4,001,702
+65,245
+2% +$2.99M 6.55% 4
2024
Q3 		$186M Buy
3,936,457
+224,005
+6% +$10.4M 6.75% 4
2024
Q2 		$168M Buy
3,712,452
+134,540
+4% +$6.05M 6.31% 4
2024
Q1 		$163M Buy
3,577,912
+221,461
+7% +$10.1M 5.99% 4
2023
Q4 		$155M Buy
3,356,451
+26,557
+0.8% +$1.17M 5.87% 4
2023
Q3 		$146M Buy
3,329,894
+111,580
+3% +$4.99M 5.83% 4
2023
Q2 		$146M Buy
3,218,314
+83,879
+3% +$3.84M 5.65% 4
2023
Q1 		$145M Buy
3,134,435
+120,693
+4% +$5.52M 7.97% 3
2022
Q4 		$133M Buy
3,013,742
+111,318
+4% +$4.98M 6.61% 4
2022
Q3 		$129M Buy
2,902,424
+157,555
+6% +$7.35M 6.75% 4
2022
Q2 		$127M Sell
2,744,869
-104,785
-4% -$4.98M 6.59% 4
2022
Q1 		$140M Buy
2,849,654
+104,020
+4% +$5.3M 6.72% 5
2021
Q4 		$145M Buy
2,745,634
+150,170
+6% +$7.96M 6.79% 4
2021
Q3 		$138M Buy
2,595,464
+109,533
+4% +$5.88M 6.93% 5
2021
Q2 		$133M Buy
2,485,931
+254,401
+11% +$13.5M 7.03% 5
2021
Q1 		$118M Buy
2,231,530
+2,216,810
+15,060% +$119M 7.24% 5
2020
Q4 		$803K Buy
14,720
+9,650
+190% +$524K 0.06% 58
2020
Q3 		$276K Buy
+5,070
New +$277K 0.03% 67

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SigFig Wealth Management's IUSB Position: Q2 2026 in Review

SigFig Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 5.1% in Q2 2026, buying an estimated $12.4M and bringing the position to 5,503,503 shares worth $255M. The position accounts for 6.76% of the portfolio, ranked #4.

SigFig Wealth Management first reported a position in IUSB in Q3 2020 and has held it in 24 quarters since. 854 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • SigFig Wealth Management held 5,503,503 shares of iShares Core Universal USD Bond ETF worth $255M as of Q2 2026.
  • SigFig Wealth Management bought 268,505 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $12.4M.
  • iShares Core Universal USD Bond ETF made up 6.76% of SigFig Wealth Management's portfolio in Q2 2026, its #4 holding.
  • SigFig Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • 854 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on SigFig Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.