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

Winter & 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
-5,590
Closed -$258K – 95
2026
Q1 		$258K Sell
5,590
-249
-4% -$11.6K 0.23% 69
2025
Q4 		$272K Buy
+5,839
New +$273K 0.25% 69

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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

Winter & Associates's IUSB Position: Q2 2026 in Review

Winter & Associates sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2026, closing a stake of 5,590 shares — an estimated $258K sold.

Winter & Associates first reported a position in IUSB in Q4 2025 and held it in 2 quarters. The position peaked at $272K in Q4 2025. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Winter & Associates reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Winter & Associates sold 5,590 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $258K.
  • Winter & Associates first reported a position in iShares Core Universal USD Bond ETF in Q4 2025 and held it in 2 quarters.
  • Winter & Associates's iShares Core Universal USD Bond ETF position peaked at $272K in Q4 2025.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Winter & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.