WJA
IUSB icon

Willis Johnson & Associates’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Willis Johnson & Associates’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 		– Sell
-5,192
Closed -$240K – 143
2026
Q1 		$240K Buy
+5,192
New +$242K 0.01% 172
2025
Q3 		– Sell
-4,395
Closed -$203K – 195
2025
Q2 		$203K Sell
4,395
-104
-2% -$4.75K 0.01% 162
2025
Q1 		$207K Sell
4,499
-3,941
-47% -$180K 0.02% 157
2024
Q4 		$381K Sell
8,440
-1,915
-18% -$87.9K 0.03% 102
2024
Q3 		$488K Buy
10,355
+81
+0.8% +$3.76K 0.04% 96
2024
Q2 		$465K Buy
10,274
+993
+11% +$44.7K 0.04% 94
2024
Q1 		$423K Buy
9,281
+352
+4% +$16K 0.04% 95
2023
Q4 		$411K Sell
8,929
-153
-2% -$6.76K 0.04% 91
2023
Q3 		$397K Buy
9,082
+103
+1% +$4.6K 0.04% 88
2023
Q2 		$408K Buy
+8,979
New +$411K 0.04% 84

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

Willis Johnson & Associates's IUSB Position: Q2 2026 in Review

Willis Johnson & Associates sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2026, closing a stake of 5,192 shares — an estimated $240K sold.

Willis Johnson & Associates first reported a position in IUSB in Q2 2023 and held it in 10 quarters. The position peaked at $488K in Q3 2024. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Willis Johnson & Associates reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Willis Johnson & Associates sold 5,192 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $240K.
  • Willis Johnson & Associates first reported a position in iShares Core Universal USD Bond ETF in Q2 2023 and held it in 10 quarters.
  • Willis Johnson & Associates's iShares Core Universal USD Bond ETF position peaked at $488K in Q3 2024.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Willis Johnson & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.