Silver Oak Securities’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Silver Oak Securities’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	–	Sell	-649	Closed	-$30K	–	862
2026 Q1	$30K	Sell	649 -1	-0.2%	-$47	﹤0.01%	774
2025 Q4	$30.3K	Sell	650 -4,123	-86%	-$193K	﹤0.01%	799
2025 Q3	$223K	Buy	4,773 +3,738	+361%	+$173K	0.02%	675
2025 Q2	$47.8K	Buy	1,035 +151	+17%	+$6.89K	﹤0.01%	680
2025 Q1	$40.6K	Sell	884 -45,825	-98%	-$2.09M	﹤0.01%	635
2024 Q4	$2.11M	Buy	46,709 +45,591	+4,078%	+$2.09M	0.2%	116
2024 Q3	$52.8K	Buy	1,118 +286	+34%	+$13.3K	0.01%	526
2024 Q2	$37.6K	Buy	832 +257	+45%	+$11.6K	0.01%	450
2024 Q1	$26.2K	Buy	575 +232	+68%	+$10.6K	﹤0.01%	455
2023 Q4	$15.8K	Buy	343 +13	+4%	+$575	﹤0.01%	489
2023 Q3	$14.4K	Buy	+330	New	+$14.8K	﹤0.01%	410
2022 Q4	–	Sell	-330	Closed	-$14.4K	–	385
2022 Q3	$14.4K	Buy	+330	New	+$15.4K	﹤0.01%	410

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

Silver Oak Securities's IUSB Position: Q2 2026 in Review

Silver Oak Securities sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2026, closing a stake of 649 shares — an estimated $30K sold.

Silver Oak Securities first reported a position in IUSB in Q3 2022 and held it in 12 quarters. The position peaked at $2.11M in Q4 2024. 854 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Silver Oak Securities reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2026 after selling out during the quarter.
Silver Oak Securities sold 649 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $30K.
Silver Oak Securities first reported a position in iShares Core Universal USD Bond ETF in Q3 2022 and held it in 12 quarters.
Silver Oak Securities's iShares Core Universal USD Bond ETF position peaked at $2.11M in Q4 2024.
854 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.