WP
IUSB icon

WealthPLAN Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

WealthPLAN Partners’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 		$4.91M Buy
106,293
+50,221
+90% +$2.32M 0.94% 28
2026
Q1 		$2.59M Buy
56,072
+1,440
+3% +$67.1K 0.5% 49
2025
Q4 		$2.54M Buy
54,632
+2,474
+5% +$116K 0.38% 78
2025
Q3 		$2.44M Sell
52,158
-9,133
-15% -$422K 0.37% 89
2025
Q2 		$2.83M Sell
61,291
-16,328
-21% -$745K 0.46% 65
2025
Q1 		$3.58M Buy
77,619
+1,701
+2% +$77.5K 0.5% 66
2024
Q4 		$3.43M Sell
75,918
-13,266
-15% -$609K 0.49% 66
2024
Q3 		$4.2M Buy
89,184
+7,543
+9% +$350K 0.56% 61
2024
Q2 		$3.69M Buy
81,641
+2,741
+3% +$123K 0.4% 76
2024
Q1 		$3.6M Buy
78,900
+34,072
+76% +$1.55M 0.37% 86
2023
Q4 		$2.07M Buy
44,828
+11,079
+33% +$490K 0.21% 109
2023
Q3 		$1.48M Buy
33,749
+408
+1% +$18.2K 0.17% 127
2023
Q2 		$1.52M Sell
33,341
-7,550
-18% -$345K 0.21% 111
2023
Q1 		$1.89M Buy
40,891
+1,795
+5% +$82.1K 0.21% 96
2022
Q4 		$1.78M Buy
+39,096
New +$1.75M 0.12% 133
2022
Q1 		$1.94M Buy
40,722
+1,375
+3% +$70.1K 0.13% 120
2021
Q4 		$2.04M Buy
39,347
+481
+1% +$25.5K 0.13% 118
2021
Q3 		$2.06M Buy
38,866
+14,870
+62% +$799K 0.14% 118
2021
Q2 		$1.28M Buy
23,996
+7,950
+50% +$422K 0.09% 133
2021
Q1 		$852K Buy
16,046
+1,079
+7% +$57.8K 0.07% 159
2020
Q4 		$809K Buy
14,967
+1,561
+12% +$84.8K 0.07% 156
2020
Q3 		$728K Buy
13,406
+3,585
+37% +$196K 0.07% 155
2020
Q2 		$536K Buy
+9,821
New +$526K 0.06% 179

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

WealthPLAN Partners's IUSB Position: Q2 2026 in Review

WealthPLAN Partners increased its iShares Core Universal USD Bond ETF (IUSB) stake by 90% in Q2 2026, buying an estimated $2.32M and bringing the position to 106,293 shares worth $4.91M. The position accounts for 0.94% of the portfolio, ranked #28.

WealthPLAN Partners first reported a position in IUSB in Q2 2020 and has held it in 23 quarters since. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • WealthPLAN Partners held 106,293 shares of iShares Core Universal USD Bond ETF worth $4.91M as of Q2 2026.
  • WealthPLAN Partners bought 50,221 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $2.32M.
  • iShares Core Universal USD Bond ETF made up 0.94% of WealthPLAN Partners's portfolio in Q2 2026, its #28 holding.
  • WealthPLAN Partners first reported a position in iShares Core Universal USD Bond ETF in Q2 2020 and has held it in 23 quarters since.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.