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Torrey-Payne Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Torrey-Payne Wealth Management’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 		$322K Hold
6,976
– – 0.26% 29
2026
Q1 		$322K Hold
6,976
– – 0.3% 29
2025
Q4 		$326K Buy
+6,976
New +$326K 0.29% 31

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

Torrey-Payne Wealth Management's IUSB Position: Q2 2026 in Review

Torrey-Payne Wealth Management held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q2 2026 at 6,976 shares worth $322K. The position accounts for 0.26% of the portfolio, ranked #29.

Torrey-Payne Wealth Management first reported a position in IUSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $326K in Q4 2025. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Torrey-Payne Wealth Management held 6,976 shares of iShares Core Universal USD Bond ETF worth $322K as of Q2 2026.
  • Torrey-Payne Wealth Management left its iShares Core Universal USD Bond ETF share count unchanged in Q2 2026.
  • iShares Core Universal USD Bond ETF made up 0.26% of Torrey-Payne Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Torrey-Payne Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Torrey-Payne Wealth Management's iShares Core Universal USD Bond ETF position peaked at $326K in Q4 2025.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Torrey-Payne Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.