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Windward Private Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Windward Private Wealth 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 		$966K Sell
20,926
-1,145
-5% -$52.8K 0.31% 26
2026
Q1 		$1.02M Sell
22,071
-609
-3% -$28.4K 0.35% 26
2025
Q4 		$1.06M Sell
22,680
-3,179
-12% -$149K 0.37% 26
2025
Q3 		$1.21M Sell
25,859
-47
-0.2% -$2.17K 0.42% 26
2025
Q2 		$1.2M Sell
25,906
-2,044
-7% -$93.3K 0.43% 24
2025
Q1 		$1.29M Sell
27,950
-179
-0.6% -$8.16K 0.5% 25
2024
Q4 		$1.27M Buy
28,129
+24
+0.1% +$1.1K 0.5% 25
2024
Q3 		$1.32M Sell
28,105
-92
-0.3% -$4.27K 0.51% 24
2024
Q2 		$1.28M Buy
28,197
+394
+1% +$17.7K 0.52% 25
2024
Q1 		$1.27M Buy
27,803
+1,583
+6% +$72K 0.52% 25
2023
Q4 		$1.21M Buy
26,220
+3,065
+13% +$135K 0.51% 25
2023
Q3 		$1.01M Buy
23,155
+11,020
+91% +$493K 0.46% 30
2023
Q2 		$552K Sell
12,135
-56
-0.5% -$2.56K 0.24% 34
2023
Q1 		$563K Sell
12,191
-367
-3% -$16.8K 0.24% 34
2022
Q4 		$564K Buy
12,558
+1,264
+11% +$56.5K 0.25% 34
2022
Q3 		$503K Sell
11,294
-15,983
-59% -$746K 0.24% 32
2022
Q2 		$1.28M Buy
27,277
+1,672
+7% +$79.4K 0.59% 27
2022
Q1 		$1.27M Buy
25,605
+14,345
+127% +$731K 0.52% 28
2021
Q4 		$596K Buy
11,260
+3,926
+54% +$208K 0.23% 34
2021
Q3 		$390K Buy
7,334
+1,378
+23% +$74K 0.16% 40
2021
Q2 		$319K Sell
5,956
-27,616
-82% -$1.47M 0.13% 41
2021
Q1 		$1.77M Buy
33,572
+27,669
+469% +$1.48M 0.79% 24
2020
Q4 		$322K Buy
+5,903
New +$321K 0.15% 40

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

Windward Private Wealth Management's IUSB Position: Q2 2026 in Review

Windward Private Wealth Management reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 5.2% in Q2 2026, selling an estimated $52.8K and leaving 20,926 shares worth $966K. The position accounts for 0.31% of the portfolio, ranked #26.

Windward Private Wealth Management first reported a position in IUSB in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.77M in Q1 2021. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Windward Private Wealth Management held 20,926 shares of iShares Core Universal USD Bond ETF worth $966K as of Q2 2026.
  • Windward Private Wealth Management sold 1,145 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $52.8K.
  • iShares Core Universal USD Bond ETF made up 0.31% of Windward Private Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Windward Private Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Windward Private Wealth Management's iShares Core Universal USD Bond ETF position peaked at $1.77M in Q1 2021.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Windward Private Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.