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Vertex Planning Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Vertex Planning Partners’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 		$12.1M Buy
262,029
+134,956
+106% +$6.22M 1.8% 12
2026
Q1 		$5.87M Buy
127,073
+15,679
+14% +$731K 1.14% 18
2025
Q4 		$5.18M Buy
111,394
+5,515
+5% +$258K 1.2% 16
2025
Q3 		$4.95M Sell
105,879
-32,979
-24% -$1.53M 0.95% 25
2025
Q2 		$6.42M Sell
138,858
-26,732
-16% -$1.22M 1.34% 19
2025
Q1 		$7.63M Buy
165,590
+120,021
+263% +$5.47M 1.67% 17
2024
Q4 		$2.06M Sell
45,569
-12,809
-22% -$588K 0.45% 41
2024
Q3 		$2.75M Buy
58,378
+12,942
+28% +$601K 0.66% 28
2024
Q2 		$2.05M Buy
45,436
+280
+0.6% +$12.6K 0.53% 29
2024
Q1 		$2.06M Buy
45,156
+22,356
+98% +$1.02M 0.57% 25
2023
Q4 		$1.05M Buy
22,800
+2,330
+11% +$103K 0.31% 40
2023
Q3 		$895K Buy
20,470
+698
+4% +$31.2K 0.31% 42
2023
Q2 		$899K Buy
19,772
+1,248
+7% +$57.1K 0.31% 46
2023
Q1 		$855K Buy
18,524
+1,908
+11% +$87.3K 0.32% 42
2022
Q4 		$747K Buy
+16,616
New +$743K 0.29% 49

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

Vertex Planning Partners's IUSB Position: Q2 2026 in Review

Vertex Planning Partners increased its iShares Core Universal USD Bond ETF (IUSB) stake by 106% in Q2 2026, buying an estimated $6.22M and bringing the position to 262,029 shares worth $12.1M. The position accounts for 1.8% of the portfolio, ranked #12.

Vertex Planning Partners first reported a position in IUSB in Q4 2022 and has held it in 15 quarters since. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Vertex Planning Partners held 262,029 shares of iShares Core Universal USD Bond ETF worth $12.1M as of Q2 2026.
  • Vertex Planning Partners bought 134,956 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $6.22M.
  • iShares Core Universal USD Bond ETF made up 1.8% of Vertex Planning Partners's portfolio in Q2 2026, its #12 holding.
  • Vertex Planning Partners first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.