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XY Planning Network’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

XY Planning Network’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 		$4.02M Buy
87,081
+38,734
+80% +$1.79M 0.5% 46
2026
Q1 		$2.23M Buy
48,347
+6,529
+16% +$304K 0.36% 68
2025
Q4 		$1.95M Buy
+41,818
New +$1.95M 0.34% 74

Other funds holding IUSB

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

XY Planning Network's IUSB Position: Q2 2026 in Review

XY Planning Network increased its iShares Core Universal USD Bond ETF (IUSB) stake by 80% in Q2 2026, buying an estimated $1.79M and bringing the position to 87,081 shares worth $4.02M. The position accounts for 0.5% of the portfolio, ranked #46.

XY Planning Network first reported a position in IUSB in Q4 2025 and has held it in 3 quarters since. 298 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • XY Planning Network held 87,081 shares of iShares Core Universal USD Bond ETF worth $4.02M as of Q2 2026.
  • XY Planning Network bought 38,734 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $1.79M.
  • iShares Core Universal USD Bond ETF made up 0.5% of XY Planning Network's portfolio in Q2 2026, its #46 holding.
  • XY Planning Network first reported a position in iShares Core Universal USD Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 298 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.