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

Simplicity Wealth’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 		$18.5M Buy
400,169
+126,182
+46% +$5.82M 0.62% 29
2026
Q1 		$12.7M Buy
273,987
+18,670
+7% +$870K 0.72% 24
2025
Q4 		$11.9M Sell
255,317
-86,324
-25% -$4.04M 0.71% 22
2025
Q3 		$16M Sell
341,641
-290,436
-46% -$13.4M 0.92% 18
2025
Q2 		$29.2M Buy
632,077
+266,321
+73% +$12.2M 1.22% 14
2025
Q1 		$16.9M Buy
365,756
+218,407
+148% +$9.95M 1.31% 13
2024
Q4 		$6.66M Sell
147,349
-312,127
-68% -$14.3M 1.39% 15
2024
Q3 		$21.7M Buy
459,476
+107,650
+31% +$5M 2.01% 9
2024
Q2 		$15.9M Buy
351,826
+57,270
+19% +$2.58M 0.36% 49
2024
Q1 		$13.4M Buy
294,556
+98,745
+50% +$4.49M 0.32% 60
2023
Q4 		$9.02M Buy
195,811
+47,337
+32% +$2.09M 3.49% 6
2023
Q3 		$6.49M Buy
148,474
+52,755
+55% +$2.36M 3.8% 10
2023
Q2 		$4.35M Buy
95,719
+19,383
+25% +$887K 2.71% 12
2023
Q1 		$3.52M Buy
76,336
+53,535
+235% +$2.45M 2.34% 14
2022
Q4 		$1.02M Buy
22,801
+18,030
+378% +$806K 0.9% 21
2022
Q3 		$212K Buy
+4,771
New +$223K 0.28% 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

Simplicity Wealth's IUSB Position: Q2 2026 in Review

Simplicity Wealth increased its iShares Core Universal USD Bond ETF (IUSB) stake by 46% in Q2 2026, buying an estimated $5.82M and bringing the position to 400,169 shares worth $18.5M. The position accounts for 0.62% of the portfolio, ranked #29.

Simplicity Wealth first reported a position in IUSB in Q3 2022 and has held it in 16 quarters since. The position peaked at $29.2M in Q2 2025. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Simplicity Wealth held 400,169 shares of iShares Core Universal USD Bond ETF worth $18.5M as of Q2 2026.
  • Simplicity Wealth bought 126,182 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $5.82M.
  • iShares Core Universal USD Bond ETF made up 0.62% of Simplicity Wealth's portfolio in Q2 2026, its #29 holding.
  • Simplicity Wealth first reported a position in iShares Core Universal USD Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Simplicity Wealth's iShares Core Universal USD Bond ETF position peaked at $29.2M in Q2 2025.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.