SP
IUSB icon

Successful Portfolios’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Successful Portfolios’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 		$251K Sell
5,489
-2
-0% -$92 0.12% 162
2026
Q1 		$254K Hold
5,491
– – 0.14% 146
2025
Q4 		$256K Sell
5,491
-379
-6% -$17.7K 0.13% 153
2025
Q3 		$274K Sell
5,870
-181
-3% -$8.37K 0.16% 130
2025
Q2 		$280K Sell
6,051
-10
-0.2% -$456 0.17% 119
2025
Q1 		$279K Sell
6,061
-33
-0.5% -$1.5K 0.19% 115
2024
Q4 		$275K Buy
6,094
+45
+0.7% +$2.07K 0.18% 114
2024
Q3 		$285K Sell
6,049
-223
-4% -$10.3K 0.19% 108
2024
Q2 		$284K Sell
6,272
-418
-6% -$18.8K 0.2% 106
2024
Q1 		$305K Sell
6,690
-162
-2% -$7.37K 0.21% 103
2023
Q4 		$316K Sell
6,852
-1,121
-14% -$49.5K 0.24% 99
2023
Q3 		$349K Sell
7,973
-2,192
-22% -$98K 0.31% 76
2023
Q2 		$462K Sell
10,165
-84,131
-89% -$3.85M 0.4% 59
2023
Q1 		$4.35M Buy
94,296
+37,382
+66% +$1.71M 2.73% 6
2022
Q4 		$2.56M Buy
56,914
+11,208
+25% +$501K 1.67% 9
2022
Q3 		$2.03M Buy
45,706
+13,983
+44% +$652K 1.47% 13
2022
Q2 		$1.49M Sell
31,723
-37,062
-54% -$1.76M 1% 21
2022
Q1 		$3.41M Buy
68,785
+17,199
+33% +$877K 1.94% 8
2021
Q4 		$2.73M Buy
51,586
+1,854
+4% +$98.3K 1.48% 13
2021
Q3 		$2.65M Buy
49,732
+4,043
+9% +$217K 1.58% 10
2021
Q2 		$2.44M Buy
45,689
+16,409
+56% +$872K 1.48% 11
2021
Q1 		$1.54M Buy
+29,280
New +$1.57M 1.02% 23

Other funds holding IUSB

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Successful Portfolios's IUSB Position: Q2 2026 in Review

Successful Portfolios reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 0.04% in Q2 2026, selling an estimated $92 and leaving 5,489 shares worth $251K. The position accounts for 0.12% of the portfolio, ranked #162.

Successful Portfolios first reported a position in IUSB in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.35M in Q1 2023. 425 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Successful Portfolios held 5,489 shares of iShares Core Universal USD Bond ETF worth $251K as of Q2 2026.
  • Successful Portfolios sold 2 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $92.
  • iShares Core Universal USD Bond ETF made up 0.12% of Successful Portfolios's portfolio in Q2 2026, its #162 holding.
  • Successful Portfolios first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Successful Portfolios's iShares Core Universal USD Bond ETF position peaked at $4.35M in Q1 2023.
  • 425 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.