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Sound Income Strategies’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Sound Income Strategies’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 		$3.21M Buy
69,592
+5,540
+9% +$255K 0.14% 138
2026
Q1 		$2.95M Buy
64,052
+3,631
+6% +$169K 0.14% 131
2025
Q4 		$2.82M Buy
60,421
+32,807
+119% +$1.53M 0.13% 132
2025
Q3 		$1.29M Buy
27,614
+3,144
+13% +$145K 0.07% 148
2025
Q2 		$1.13M Sell
24,470
-440
-2% -$20.1K 0.06% 140
2025
Q1 		$1.15M Sell
24,910
-3,543
-12% -$161K 0.07% 137
2024
Q4 		$1.29M Buy
28,453
+8,030
+39% +$369K 0.08% 126
2024
Q3 		$962K Buy
20,423
+213
+1% +$9.88K 0.06% 137
2024
Q2 		$914K Buy
20,210
+8,137
+67% +$366K 0.06% 135
2024
Q1 		$550K Buy
12,073
+3,310
+38% +$151K 0.04% 146
2023
Q4 		$404K Buy
8,763
+6,541
+294% +$289K 0.03% 146
2023
Q3 		$97.2K Sell
2,222
-2,099
-49% -$93.8K 0.01% 214
2023
Q2 		$196K Buy
4,321
+2,742
+174% +$125K 0.02% 149
2023
Q1 		$72.9K Sell
1,579
-44
-3% -$2.01K 0.01% 240
2022
Q4 		$72.9K Sell
1,623
-166
-9% -$7.42K 0.01% 223
2022
Q3 		$80K Sell
1,789
-2
-0.1% -$93 0.01% 192
2022
Q2 		$84K Sell
1,791
-103
-5% -$4.89K 0.01% 178
2022
Q1 		$94K Sell
1,894
-8,806
-82% -$449K 0.01% 177
2021
Q4 		$566K Sell
10,700
-935
-8% -$49.6K 0.07% 108
2021
Q3 		$619K Sell
11,635
-1,369
-11% -$73.5K 0.08% 104
2021
Q2 		$696K Sell
13,004
-1,559
-11% -$82.8K 0.1% 100
2021
Q1 		$768K Buy
14,563
+6,071
+71% +$325K 0.13% 88
2020
Q4 		$464K Buy
+8,492
New +$461K 0.1% 85

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Sound Income Strategies's IUSB Position: Q2 2026 in Review

Sound Income Strategies increased its iShares Core Universal USD Bond ETF (IUSB) stake by 8.6% in Q2 2026, buying an estimated $255K and bringing the position to 69,592 shares worth $3.21M. The position accounts for 0.14% of the portfolio, ranked #138.

Sound Income Strategies first reported a position in IUSB in Q4 2020 and has held it in 23 quarters since. 702 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Sound Income Strategies held 69,592 shares of iShares Core Universal USD Bond ETF worth $3.21M as of Q2 2026.
  • Sound Income Strategies bought 5,540 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $255K.
  • iShares Core Universal USD Bond ETF made up 0.14% of Sound Income Strategies's portfolio in Q2 2026, its #138 holding.
  • Sound Income Strategies first reported a position in iShares Core Universal USD Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • 702 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.