Wolff Wiese Magana’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Wolff Wiese Magana’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	$15.6K	Hold	337	–	–	0.01%	415
2026 Q1	$15.6K	Sell	337 -21	-6%	-$979	0.01%	376
2025 Q4	$16.7K	Hold	358	–	–	0.01%	341
2025 Q3	$16.7K	Hold	358	–	–	0.01%	348
2025 Q2	$16.6K	Sell	358 -55	-13%	-$2.51K	0.01%	318
2025 Q1	$19K	Hold	413	–	–	0.01%	301
2024 Q4	$18.7K	Buy	+413	New	+$19K	0.01%	310
2023 Q4	–	Sell	-424	Closed	-$18.5K	–	791
2023 Q3	$18.5K	Hold	424	–	–	0.02%	272
2023 Q2	$19.3K	Hold	424	–	–	0.01%	277
2023 Q1	$19.6K	Hold	424	–	–	0.02%	270
2022 Q4	$19.1K	Hold	424	–	–	0.02%	262
2022 Q3	$19K	Hold	424	–	–	0.02%	378
2022 Q2	$20K	Hold	424	–	–	0.01%	394
2022 Q1	$21K	Hold	424	–	–	0.01%	414
2021 Q4	$22K	Hold	424	–	–	0.01%	414
2021 Q3	$23K	Hold	424	–	–	0.02%	399
2021 Q2	$23K	Hold	424	–	–	0.02%	380
2021 Q1	$22K	Buy	424 +130	+44%	+$6.97K	0.02%	382
2020 Q4	$16K	Buy	+294	New	+$16K	0.01%	395

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Wolff Wiese Magana's IUSB Position: Q2 2026 in Review

Wolff Wiese Magana held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q2 2026 at 337 shares worth $15.6K. The position accounts for 0.01% of the portfolio, ranked #415.

Wolff Wiese Magana first reported a position in IUSB in Q4 2020 and has held it in 19 quarters since. The position peaked at $23K in Q3 2021. 579 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Wolff Wiese Magana held 337 shares of iShares Core Universal USD Bond ETF worth $15.6K as of Q2 2026.
Wolff Wiese Magana left its iShares Core Universal USD Bond ETF share count unchanged in Q2 2026.
iShares Core Universal USD Bond ETF made up 0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #415 holding.
Wolff Wiese Magana first reported a position in iShares Core Universal USD Bond ETF in Q4 2020 and has held it in 19 quarters since.
Wolff Wiese Magana's iShares Core Universal USD Bond ETF position peaked at $23K in Q3 2021.
579 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.