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Syntegra Private Wealth Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Syntegra Private Wealth Group’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 		$538K Buy
11,655
+4,222
+57% +$195K 0.04% 114
2026
Q1 		$343K Buy
7,433
+69
+0.9% +$3.21K 0.03% 145
2025
Q4 		$343K Buy
7,364
+788
+12% +$36.8K 0.03% 145
2025
Q3 		$307K Sell
6,576
-1,963
-23% -$90.8K 0.03% 149
2025
Q2 		$395K Sell
8,539
-2,266
-21% -$103K 0.04% 122
2025
Q1 		$498K Sell
10,805
-1,585
-13% -$72.2K 0.06% 82
2024
Q4 		$560K Sell
12,390
-3,363
-21% -$154K 0.06% 71
2024
Q3 		$742K Buy
15,753
+3,051
+24% +$142K 0.09% 60
2024
Q2 		$574K Sell
12,702
-1,122
-8% -$50.5K 0.07% 63
2024
Q1 		$630K Buy
13,824
+4,544
+49% +$207K 0.08% 61
2023
Q4 		$428K Buy
9,280
+178
+2% +$7.87K 0.06% 73
2023
Q3 		$398K Sell
9,102
-729
-7% -$32.6K 0.06% 78
2023
Q2 		$447K Buy
9,831
+588
+6% +$26.9K 0.07% 77
2023
Q1 		$427K Buy
9,243
+460
+5% +$21.1K 0.08% 74
2022
Q4 		$395K Buy
+8,783
New +$393K 0.08% 70

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

Syntegra Private Wealth Group's IUSB Position: Q2 2026 in Review

Syntegra Private Wealth Group increased its iShares Core Universal USD Bond ETF (IUSB) stake by 57% in Q2 2026, buying an estimated $195K and bringing the position to 11,655 shares worth $538K. The position accounts for 0.04% of the portfolio, ranked #114.

Syntegra Private Wealth Group first reported a position in IUSB in Q4 2022 and has held it in 15 quarters since. The position peaked at $742K in Q3 2024. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Syntegra Private Wealth Group held 11,655 shares of iShares Core Universal USD Bond ETF worth $538K as of Q2 2026.
  • Syntegra Private Wealth Group bought 4,222 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $195K.
  • iShares Core Universal USD Bond ETF made up 0.04% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #114 holding.
  • Syntegra Private Wealth Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Syntegra Private Wealth Group's iShares Core Universal USD Bond ETF position peaked at $742K in Q3 2024.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.