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WealthGarden F.S.’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

WealthGarden F.S.’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 		$1.52M Buy
32,897
+9,420
+40% +$434K 0.86% 30
2026
Q1 		$1.08M Buy
23,477
+3,902
+20% +$182K 0.74% 43
2025
Q4 		$915K Buy
19,575
+2,674
+16% +$125K 0.6% 52
2025
Q3 		$796K Buy
16,901
+888
+6% +$41.1K 0.57% 55
2025
Q2 		$736K Sell
16,013
-2,645
-14% -$121K 0.61% 52
2025
Q1 		$860K Sell
18,658
-8,065
-30% -$368K 0.83% 41
2024
Q4 		$1.21M Sell
26,723
-174
-0.6% -$7.99K 1.13% 28
2024
Q3 		$1.27M Buy
26,897
+4,317
+19% +$200K 1.23% 24
2024
Q2 		$1.02M Buy
+22,580
New +$1.02M 1.08% 28

Other funds holding IUSB

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

WealthGarden F.S.'s IUSB Position: Q2 2026 in Review

WealthGarden F.S. increased its iShares Core Universal USD Bond ETF (IUSB) stake by 40% in Q2 2026, buying an estimated $434K and bringing the position to 32,897 shares worth $1.52M. The position accounts for 0.86% of the portfolio, ranked #30.

WealthGarden F.S. first reported a position in IUSB in Q2 2024 and has held it in 9 quarters since. 424 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • WealthGarden F.S. held 32,897 shares of iShares Core Universal USD Bond ETF worth $1.52M as of Q2 2026.
  • WealthGarden F.S. bought 9,420 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $434K.
  • iShares Core Universal USD Bond ETF made up 0.86% of WealthGarden F.S.'s portfolio in Q2 2026, its #30 holding.
  • WealthGarden F.S. first reported a position in iShares Core Universal USD Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 424 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.