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Xena Financial Planning’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Xena Financial Planning’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 		$6.82M Buy
147,870
+8,393
+6% +$387K 6.55% 7
2026
Q1 		$6.44M Buy
139,477
+14,640
+12% +$682K 7.27% 6
2025
Q4 		$5.81M Buy
+124,837
New +$5.84M 6.82% 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

Xena Financial Planning's IUSB Position: Q2 2026 in Review

Xena Financial Planning increased its iShares Core Universal USD Bond ETF (IUSB) stake by 6% in Q2 2026, buying an estimated $387K and bringing the position to 147,870 shares worth $6.82M. The position accounts for 6.55% of the portfolio, ranked #7.

Xena Financial Planning first reported a position in IUSB in Q4 2025 and has held it in 3 quarters since. 851 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Xena Financial Planning held 147,870 shares of iShares Core Universal USD Bond ETF worth $6.82M as of Q2 2026.
  • Xena Financial Planning bought 8,393 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $387K.
  • iShares Core Universal USD Bond ETF made up 6.55% of Xena Financial Planning's portfolio in Q2 2026, its #7 holding.
  • Xena Financial Planning first reported a position in iShares Core Universal USD Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 851 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Xena Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.