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

The 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 		$785K Sell
17,005
-1,751
-9% -$80.7K 0.15% 47
2026
Q1 		$866K Sell
18,756
-778
-4% -$36.3K 0.2% 41
2025
Q4 		$909K Sell
19,534
-5,932
-23% -$277K 0.2% 38
2025
Q3 		$1.19M Sell
25,466
-14,501
-36% -$671K 0.28% 36
2025
Q2 		$1.85M Sell
39,967
-3,081
-7% -$141K 0.47% 27
2025
Q1 		$1.98M Sell
43,048
-32,107
-43% -$1.46M 0.58% 21
2024
Q4 		$3.4M Sell
75,155
-97,270
-56% -$4.46M 0.98% 11
2024
Q3 		$8.12M Sell
172,425
-278,208
-62% -$12.9M 2.37% 10
2024
Q2 		$20.4M Sell
450,633
-71,571
-14% -$3.22M 6.16% 6
2024
Q1 		$23.4M Buy
522,204
+20,883
+4% +$950K 7.21% 3
2023
Q4 		$22.9M Buy
+501,321
New +$22.2M 7.56% 3

Other funds holding IUSB

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 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
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

The Wealth Group's IUSB Position: Q2 2026 in Review

The Wealth Group reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 9.3% in Q2 2026, selling an estimated $80.7K and leaving 17,005 shares worth $785K. The position accounts for 0.15% of the portfolio, ranked #47.

The Wealth Group first reported a position in IUSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $23.4M in Q1 2024. 164 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • The Wealth Group held 17,005 shares of iShares Core Universal USD Bond ETF worth $785K as of Q2 2026.
  • The Wealth Group sold 1,751 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $80.7K.
  • iShares Core Universal USD Bond ETF made up 0.15% of The Wealth Group's portfolio in Q2 2026, its #47 holding.
  • The Wealth Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • The Wealth Group's iShares Core Universal USD Bond ETF position peaked at $23.4M in Q1 2024.
  • 164 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.