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

Summit 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 		$17.4M Buy
377,530
+39,552
+12% +$1.82M 2.48% 6
2026
Q1 		$15.6M Buy
337,978
+26,064
+8% +$1.21M 2.47% 10
2025
Q4 		$14.5M Buy
311,914
+34,767
+13% +$1.63M 2.68% 11
2025
Q3 		$12.9M Buy
277,147
+27,393
+11% +$1.27M 2.34% 11
2025
Q2 		$11.5M Buy
249,754
+28,317
+13% +$1.29M 2.2% 12
2025
Q1 		$10.2M Buy
221,437
+37,697
+21% +$1.72M 2.07% 14
2024
Q4 		$8.31M Buy
183,740
+37,954
+26% +$1.74M 1.71% 17
2024
Q3 		$6.87M Buy
145,786
+26,024
+22% +$1.21M 1.32% 22
2024
Q2 		$5.42M Buy
119,762
+45,123
+60% +$2.03M 1.12% 21
2024
Q1 		$3.4M Buy
74,639
+17,740
+31% +$807K 0.73% 33
2023
Q4 		$2.62M Buy
56,899
+22,721
+66% +$1M 0.61% 36
2023
Q3 		$1.49M Buy
34,178
+7,327
+27% +$327K 0.38% 47
2023
Q2 		$1.22M Sell
26,851
-8,925
-25% -$408K 0.31% 55
2023
Q1 		$1.65M Sell
35,776
-33,559
-48% -$1.54M 0.42% 43
2022
Q4 		$3.12M Sell
69,335
-5,644
-8% -$252K 0.83% 28
2022
Q3 		$3.34M Sell
74,979
-5,687
-7% -$265K 0.94% 26
2022
Q2 		$3.78M Buy
80,666
+62,045
+333% +$2.95M 1.01% 25
2022
Q1 		$924K Buy
18,621
+1,883
+11% +$96K 0.21% 58
2021
Q4 		$886K Buy
16,738
+670
+4% +$35.5K 0.19% 61
2021
Q3 		$855K Buy
16,068
+1,806
+13% +$97K 0.2% 61
2021
Q2 		$763K Buy
14,262
+272
+2% +$14.4K 0.18% 67
2021
Q1 		$738K Buy
13,990
+3,660
+35% +$196K 0.19% 67
2020
Q4 		$564K Buy
10,330
+3,065
+42% +$167K 0.15% 81
2020
Q3 		$395K Buy
+7,265
New +$397K 0.12% 101

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

Summit Wealth Partners's IUSB Position: Q2 2026 in Review

Summit Wealth Partners increased its iShares Core Universal USD Bond ETF (IUSB) stake by 12% in Q2 2026, buying an estimated $1.82M and bringing the position to 377,530 shares worth $17.4M. The position accounts for 2.48% of the portfolio, ranked #6.

Summit Wealth Partners first reported a position in IUSB in Q3 2020 and has held it in 24 quarters since. 860 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Summit Wealth Partners held 377,530 shares of iShares Core Universal USD Bond ETF worth $17.4M as of Q2 2026.
  • Summit Wealth Partners bought 39,552 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $1.82M.
  • iShares Core Universal USD Bond ETF made up 2.48% of Summit Wealth Partners's portfolio in Q2 2026, its #6 holding.
  • Summit Wealth Partners first reported a position in iShares Core Universal USD Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • 860 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.