Vermillion & White Wealth Management Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Vermillion & White Wealth Management 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	$323K	Hold	7,005	–	–	0.16%	52
2026 Q1	$324K	Hold	7,005	–	–	0.19%	47
2025 Q4	$326K	Sell	7,005 -325	-4%	-$15.2K	0.18%	45
2025 Q3	$342K	Hold	7,330	–	–	0.19%	43
2025 Q2	$339K	Hold	7,330	–	–	0.22%	43
2025 Q1	$338K	Sell	7,330 -466	-6%	-$21.2K	0.24%	41
2024 Q4	$352K	Hold	7,796	–	–	0.26%	48
2024 Q3	$367K	Sell	7,796 -1,000	-11%	-$46.4K	0.27%	47
2024 Q2	$398K	Sell	8,796 -400	-4%	-$18K	0.3%	46
2024 Q1	$419K	Hold	9,196	–	–	0.33%	44
2023 Q4	$424K	Buy	+9,196	New	+$406K	0.41%	33

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Vermillion & White Wealth Management Group's IUSB Position: Q2 2026 in Review

Vermillion & White Wealth Management Group held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q2 2026 at 7,005 shares worth $323K. The position accounts for 0.16% of the portfolio, ranked #52.

Vermillion & White Wealth Management Group first reported a position in IUSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $424K in Q4 2023. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Vermillion & White Wealth Management Group held 7,005 shares of iShares Core Universal USD Bond ETF worth $323K as of Q2 2026.
Vermillion & White Wealth Management Group left its iShares Core Universal USD Bond ETF share count unchanged in Q2 2026.
iShares Core Universal USD Bond ETF made up 0.16% of Vermillion & White Wealth Management Group's portfolio in Q2 2026, its #52 holding.
Vermillion & White Wealth Management Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 11 quarters since.
Vermillion & White Wealth Management Group's iShares Core Universal USD Bond ETF position peaked at $424K in Q4 2023.
857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q2 2026, filed 19 Aug 2026.