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West Wealth Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

West Wealth Group’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 		$21.6M Buy
468,155
+40,091
+9% +$1.85M 3.53% 8
2026
Q1 		$19.8M Buy
428,064
+24,648
+6% +$1.15M 3.91% 6
2025
Q4 		$18.8M Buy
403,416
+23,279
+6% +$1.09M 3.9% 9
2025
Q3 		$17.8M Buy
380,137
+10,998
+3% +$509K 4.02% 9
2025
Q2 		$17.1M Buy
369,139
+3,571
+1% +$163K 4.24% 7
2025
Q1 		$16.8M Buy
365,568
+7,270
+2% +$331K 4.98% 7
2024
Q4 		$16.2M Buy
358,298
+13,439
+4% +$617K 4.83% 8
2024
Q3 		$16.2M Buy
344,859
+56,167
+19% +$2.61M 5.27% 8
2024
Q2 		$13.1M Buy
288,692
+663
+0.2% +$29.8K 4.62% 7
2024
Q1 		$13.1M Buy
288,029
+141,465
+97% +$6.44M 4.86% 7
2023
Q4 		$6.75M Sell
146,564
-1,832
-1% -$81K 2.66% 10
2023
Q3 		$6.49M Sell
148,396
-8,685
-6% -$388K 2.83% 9
2023
Q2 		$7.14M Sell
157,081
-744
-0.5% -$34K 3.02% 10
2023
Q1 		$7.28M Sell
157,825
-586
-0.4% -$26.8K 3.37% 9
2022
Q4 		$7.12M Buy
158,411
+26,105
+20% +$1.17M 3.54% 7
2022
Q3 		$5.89M Sell
132,306
-9,947
-7% -$464K 2.98% 9
2022
Q2 		$6.66M Sell
142,253
-55,535
-28% -$2.64M 3.09% 8
2022
Q1 		$9.82M Sell
197,788
-54,340
-22% -$2.77M 3.9% 7
2021
Q4 		$13.3M Buy
+252,128
New +$13.4M 5.02% 6

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

West Wealth Group's IUSB Position: Q2 2026 in Review

West Wealth Group increased its iShares Core Universal USD Bond ETF (IUSB) stake by 9.4% in Q2 2026, buying an estimated $1.85M and bringing the position to 468,155 shares worth $21.6M. The position accounts for 3.53% of the portfolio, ranked #8.

West Wealth Group first reported a position in IUSB in Q4 2021 and has held it in 19 quarters since. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • West Wealth Group held 468,155 shares of iShares Core Universal USD Bond ETF worth $21.6M as of Q2 2026.
  • West Wealth Group bought 40,091 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $1.85M.
  • iShares Core Universal USD Bond ETF made up 3.53% of West Wealth Group's portfolio in Q2 2026, its #8 holding.
  • West Wealth Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.