VisionPoint Advisory Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

VisionPoint Advisory 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	$5.55M	Buy	120,307 +98,312	+447%	+$4.53M	0.91%	22
2026 Q1	$1.02M	Buy	21,995 +17,137	+353%	+$799K	0.19%	120
2025 Q4	$226K	Sell	4,858 -63	-1%	-$2.94K	0.04%	361
2025 Q3	$230K	Buy	+4,921	New	+$228K	0.05%	359
2024 Q3	–	Sell	-1	Closed	-$45	–	509
2024 Q2	$45	Hold	1	–	–	﹤0.01%	781
2024 Q1	$64	Sell	1 -1	-50%	-$46	﹤0.01%	780
2023 Q4	$64	Buy	+2	New	+$88	﹤0.01%	711

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

VisionPoint Advisory Group's IUSB Position: Q2 2026 in Review

VisionPoint Advisory Group increased its iShares Core Universal USD Bond ETF (IUSB) stake by 447% in Q2 2026, buying an estimated $4.53M and bringing the position to 120,307 shares worth $5.55M. The position accounts for 0.91% of the portfolio, ranked #22.

VisionPoint Advisory Group first reported a position in IUSB in Q4 2023 and has held it in 7 quarters since. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

VisionPoint Advisory Group held 120,307 shares of iShares Core Universal USD Bond ETF worth $5.55M as of Q2 2026.
VisionPoint Advisory Group bought 98,312 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $4.53M.
iShares Core Universal USD Bond ETF made up 0.91% of VisionPoint Advisory Group's portfolio in Q2 2026, its #22 holding.
VisionPoint Advisory Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 7 quarters since.
855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.