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Venturi Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Venturi 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 		$4.34M Buy
93,936
+1,211
+1% +$55.8K 0.17% 74
2026
Q1 		$4.28M Sell
92,725
-23,920
-21% -$1.11M 0.19% 73
2025
Q4 		$5.43M Buy
116,645
+1,381
+1% +$64.6K 0.24% 62
2025
Q3 		$5.38M Buy
115,264
+13,020
+13% +$602K 0.25% 63
2025
Q2 		$4.73M Sell
102,244
-507
-0.5% -$23.1K 0.23% 72
2025
Q1 		$4.73M Sell
102,751
-2,338
-2% -$107K 0.25% 56
2024
Q4 		$4.75M Sell
105,089
-3,541
-3% -$163K 0.23% 64
2024
Q3 		$5.12M Sell
108,630
-3,017
-3% -$140K 0.27% 60
2024
Q2 		$5.05M Sell
111,647
-12,313
-10% -$554K 0.3% 64
2024
Q1 		$5.65M Buy
123,960
+30,917
+33% +$1.41M 0.36% 61
2023
Q4 		$4.29M Sell
93,043
-16,672
-15% -$737K 0.3% 62
2023
Q3 		$4.8M Sell
109,715
-860
-0.8% -$38.4K 0.38% 54
2023
Q2 		$5.03M Sell
110,575
-2,312
-2% -$106K 0.4% 50
2023
Q1 		$5.21M Buy
112,887
+9,492
+9% +$434K 0.43% 49
2022
Q4 		$4.65M Buy
103,395
+18,543
+22% +$829K 0.41% 52
2022
Q3 		$3.78M Sell
84,852
-2,673
-3% -$125K 0.36% 53
2022
Q2 		$4.1M Buy
87,525
+1,182
+1% +$56.2K 0.37% 51
2022
Q1 		$4.29M Buy
86,343
+22,431
+35% +$1.14M 0.33% 51
2021
Q4 		$3.38M Sell
63,912
-2,040
-3% -$108K 0.26% 65
2021
Q3 		$3.51M Sell
65,952
-4,079
-6% -$219K 0.29% 62
2021
Q2 		$3.75M Buy
70,031
+4,244
+6% +$225K 0.33% 55
2021
Q1 		$3.47M Buy
+65,787
New +$3.53M 0.33% 60

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

Venturi Wealth Management's IUSB Position: Q2 2026 in Review

Venturi Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 1.3% in Q2 2026, buying an estimated $55.8K and bringing the position to 93,936 shares worth $4.34M. The position accounts for 0.17% of the portfolio, ranked #74.

Venturi Wealth Management first reported a position in IUSB in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.65M in Q1 2024. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Venturi Wealth Management held 93,936 shares of iShares Core Universal USD Bond ETF worth $4.34M as of Q2 2026.
  • Venturi Wealth Management bought 1,211 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $55.8K.
  • iShares Core Universal USD Bond ETF made up 0.17% of Venturi Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Venturi Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Venturi Wealth Management's iShares Core Universal USD Bond ETF position peaked at $5.65M in Q1 2024.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.