WealthPlan Investment Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

WealthPlan Investment Management’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	$522K	Sell	11,308 -9,358	-45%	-$432K	0.03%	311
2026 Q1	$955K	Sell	20,666 -2,976	-13%	-$139K	0.05%	225
2025 Q4	$1.1M	Sell	23,642 -1,460	-6%	-$68.2K	0.07%	190
2025 Q3	$1.17M	Sell	25,102 -211,662	-89%	-$9.79M	0.08%	171
2025 Q2	$10.9M	Buy	+236,764	New	+$10.8M	0.8%	41
2023 Q3	–	Sell	-2	Closed	-$91	–	248
2023 Q2	$91	Hold	2	–	–	﹤0.01%	364
2023 Q1	$92	Sell	2 -39,094	-100%	-$1.79M	﹤0.01%	439
2022 Q4	$1.79M	Buy	39,096 +2,999	+8%	+$134K	0.13%	132
2022 Q3	$1.66M	Buy	+36,097	New	+$1.68M	0.12%	127
2022 Q1	$1.94M	Buy	+40,722	New	+$2.08M	0.13%	120

Other funds holding IUSB

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

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

WealthPlan Investment Management's IUSB Position: Q2 2026 in Review

WealthPlan Investment Management reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 45% in Q2 2026, selling an estimated $432K and leaving 11,308 shares worth $522K. The position accounts for 0.03% of the portfolio, ranked #311.

WealthPlan Investment Management first reported a position in IUSB in Q1 2022 and has held it in 10 quarters since. The position peaked at $10.9M in Q2 2025. 357 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

WealthPlan Investment Management held 11,308 shares of iShares Core Universal USD Bond ETF worth $522K as of Q2 2026.
WealthPlan Investment Management sold 9,358 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $432K.
iShares Core Universal USD Bond ETF made up 0.03% of WealthPlan Investment Management's portfolio in Q2 2026, its #311 holding.
WealthPlan Investment Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2022 and has held it in 10 quarters since.
WealthPlan Investment Management's iShares Core Universal USD Bond ETF position peaked at $10.9M in Q2 2025.
357 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.