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Wagner Wealth Management (South Carolina)’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$92.2K Buy
+1,998
New +$92.1K 0.02% 168

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BlackRock
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LPL Financial
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Wells Fargo
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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
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Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Envestnet Portfolio Solutions
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Wagner Wealth Management (South Carolina)'s IUSB Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q2 2026: 1,998 shares worth $92.2K. The stake represents 0.02% of the portfolio and ranks #168 among its holdings.

851 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 1,998 shares of iShares Core Universal USD Bond ETF worth $92.2K as of Q2 2026.
  • iShares Core Universal USD Bond ETF was a new Wagner Wealth Management (South Carolina) position in Q2 2026.
  • iShares Core Universal USD Bond ETF made up 0.02% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #168 holding.
  • 851 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.