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

Strategic Wealth Partners’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	$113K	Buy	2,438 +1	+0%	+$46	0.01%	390
2026 Q1	$113K	Sell	2,437 -463	-16%	-$21.6K	0.01%	377
2025 Q4	$135K	Sell	2,900 -38,572	-93%	-$1.8M	0.01%	367
2025 Q3	$1.94M	Buy	41,472 +40,462	+4,006%	+$1.87M	0.14%	108
2025 Q2	$46.7K	Buy	+1,010	New	+$46.1K	﹤0.01%	501
2024 Q4	–	Sell	-4,560	Closed	-$215K	–	324
2024 Q3	$215K	Hold	4,560	–	–	0.02%	282
2024 Q2	$206K	Buy	+4,560	New	+$205K	0.02%	280
2023 Q1	–	Sell	-6,391	Closed	-$287K	–	268
2022 Q4	$287K	Sell	6,391 -33,115	-84%	-$1.48M	0.05%	210
2022 Q3	$1.76M	Buy	+39,506	New	+$1.84M	0.37%	92

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 Wealth Partners's IUSB Position: Q2 2026 in Review

Strategic Wealth Partners increased its iShares Core Universal USD Bond ETF (IUSB) stake by 0.04% in Q2 2026, buying an estimated $46 and bringing the position to 2,438 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #390.

Strategic Wealth Partners first reported a position in IUSB in Q3 2022 and has held it in 9 quarters since. The position peaked at $1.94M in Q3 2025. 859 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Strategic Wealth Partners held 2,438 shares of iShares Core Universal USD Bond ETF worth $113K as of Q2 2026.
Strategic Wealth Partners bought 1 iShares Core Universal USD Bond ETF share in Q2 2026, an estimated $46.
iShares Core Universal USD Bond ETF made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #390 holding.
Strategic Wealth Partners first reported a position in iShares Core Universal USD Bond ETF in Q3 2022 and has held it in 9 quarters since.
Strategic Wealth Partners's iShares Core Universal USD Bond ETF position peaked at $1.94M in Q3 2025.
859 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.