Strategic Equity Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Strategic Equity 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	$293K	Buy	+6,346	New	+$293K	0.1%	55
2025 Q1	–	Sell	-7,765	Closed	-$351K	–	61
2024 Q4	$351K	Buy	7,765 +133	+2%	+$6.11K	0.15%	41
2024 Q3	$360K	Sell	7,632 -116	-1%	-$5.38K	0.17%	42
2024 Q2	$350K	Buy	7,748 +2,050	+36%	+$92.2K	0.23%	32
2024 Q1	$260K	Sell	5,698 -21,135	-79%	-$962K	0.22%	30
2023 Q4	$1.24M	Buy	+26,833	New	+$1.19M	1.39%	15

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

Strategic Equity Management's IUSB Position: Q2 2026 in Review

Strategic Equity Management opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q2 2026: 6,346 shares worth $293K. The stake represents 0.1% of the portfolio and ranks #55 among its holdings. This is a return to the name: Strategic Equity Management previously reported a position in IUSB as recently as Q4 2024.

Strategic Equity Management first reported a position in IUSB in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.24M in Q4 2023. 858 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Strategic Equity Management held 6,346 shares of iShares Core Universal USD Bond ETF worth $293K as of Q2 2026.
iShares Core Universal USD Bond ETF was a new Strategic Equity Management position in Q2 2026.
iShares Core Universal USD Bond ETF made up 0.1% of Strategic Equity Management's portfolio in Q2 2026, its #55 holding.
Strategic Equity Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 6 quarters since.
Strategic Equity Management's iShares Core Universal USD Bond ETF position peaked at $1.24M in Q4 2023.
858 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Strategic Equity Management's 13F filing for Q2 2026, filed 10 Aug 2026.