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Wealth Enhancement Trust Services’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Wealth Enhancement Trust Services’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 		$45.5K Hold
985
– – 0.01% 499
2026
Q1 		$45.5K Hold
985
– – 0.01% 469
2025
Q4 		$45.8K Buy
+985
New +$46K 0.01% 447

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Wealth Enhancement Trust Services's IUSB Position: Q2 2026 in Review

Wealth Enhancement Trust Services held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q2 2026 at 985 shares worth $45.5K. The position accounts for 0.01% of the portfolio, ranked #499.

Wealth Enhancement Trust Services first reported a position in IUSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $45.8K in Q4 2025. 727 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Wealth Enhancement Trust Services held 985 shares of iShares Core Universal USD Bond ETF worth $45.5K as of Q2 2026.
  • Wealth Enhancement Trust Services left its iShares Core Universal USD Bond ETF share count unchanged in Q2 2026.
  • iShares Core Universal USD Bond ETF made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #499 holding.
  • Wealth Enhancement Trust Services first reported a position in iShares Core Universal USD Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's iShares Core Universal USD Bond ETF position peaked at $45.8K in Q4 2025.
  • 727 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.