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

WBH Advisory’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 		$1.27M Sell
27,546
-2,383
-8% -$110K 0.09% 154
2026
Q1 		$1.38M Sell
29,929
-506
-2% -$23.6K 0.1% 142
2025
Q4 		$1.42M Sell
30,435
-212
-0.7% -$9.91K 0.1% 134
2025
Q3 		$1.43M Sell
30,647
-17
-0.1% -$786 0.11% 132
2025
Q2 		$1.42M Sell
30,664
-1,785
-6% -$81.5K 0.12% 126
2025
Q1 		$1.5M Sell
32,449
-5,942
-15% -$271K 0.14% 114
2024
Q4 		$1.74M Sell
38,391
-573
-1% -$26.3K 0.16% 105
2024
Q3 		$1.84M Sell
38,964
-2,305
-6% -$107K 0.17% 104
2024
Q2 		$1.87M Sell
41,269
-832
-2% -$37.4K 0.19% 91
2024
Q1 		$1.92M Sell
42,101
-811
-2% -$36.9K 0.2% 96
2023
Q4 		$1.98M Sell
42,912
-4,237
-9% -$187K 0.22% 89
2023
Q3 		$2.06M Sell
47,149
-4,729
-9% -$211K 0.25% 82
2023
Q2 		$2.36M Buy
51,878
+3,563
+7% +$163K 0.28% 79
2023
Q1 		$2.23M Buy
+48,315
New +$2.21M 0.28% 83
2022
Q3 		$1.96M Sell
43,936
-2,532
-5% -$118K 0.28% 80
2022
Q2 		$2.18M Buy
46,468
+30,992
+200% +$1.47M 0.29% 78
2022
Q1 		$742K Buy
+15,476
New +$789K 0.09% 175

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

WBH Advisory's IUSB Position: Q2 2026 in Review

WBH Advisory reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 8% in Q2 2026, selling an estimated $110K and leaving 27,546 shares worth $1.27M. The position accounts for 0.09% of the portfolio, ranked #154.

WBH Advisory first reported a position in IUSB in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.36M in Q2 2023. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • WBH Advisory held 27,546 shares of iShares Core Universal USD Bond ETF worth $1.27M as of Q2 2026.
  • WBH Advisory sold 2,383 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $110K.
  • iShares Core Universal USD Bond ETF made up 0.09% of WBH Advisory's portfolio in Q2 2026, its #154 holding.
  • WBH Advisory first reported a position in iShares Core Universal USD Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • WBH Advisory's iShares Core Universal USD Bond ETF position peaked at $2.36M in Q2 2023.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.