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1620 Investment Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

1620 Investment Advisors’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 		$31.8K Buy
+688
New +$31.7K 0.02% 369

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

1620 Investment Advisors's IUSB Position: Q2 2026 in Review

1620 Investment Advisors opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q2 2026: 688 shares worth $31.8K. The stake represents 0.02% of the portfolio and ranks #369 among its holdings.

371 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • 1620 Investment Advisors held 688 shares of iShares Core Universal USD Bond ETF worth $31.8K as of Q2 2026.
  • iShares Core Universal USD Bond ETF was a new 1620 Investment Advisors position in Q2 2026.
  • iShares Core Universal USD Bond ETF made up 0.02% of 1620 Investment Advisors's portfolio in Q2 2026, its #369 holding.
  • 371 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.