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180 Wealth Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

180 Wealth 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 		$394K Buy
8,546
+2,019
+31% +$93.1K 0.04% 325
2026
Q1 		$301K Buy
6,527
+464
+8% +$21.6K 0.03% 360
2025
Q4 		$282K Buy
6,063
+156
+3% +$7.29K 0.03% 379
2025
Q3 		$276K Sell
5,907
-884
-13% -$40.9K 0.03% 379
2025
Q2 		$314K Sell
6,791
-1,600
-19% -$73K 0.04% 327
2025
Q1 		$386K Buy
8,391
+417
+5% +$19K 0.06% 266
2024
Q4 		$360K Sell
7,974
-2,473
-24% -$114K 0.06% 289
2024
Q3 		$492K Buy
10,447
+1,273
+14% +$59.1K 0.08% 232
2024
Q2 		$419K Buy
9,174
+634
+7% +$28.5K 0.07% 252
2024
Q1 		$389K Buy
8,540
+1,630
+24% +$74.2K 0.07% 249
2023
Q4 		$317K Sell
6,910
-1,579
-19% -$69.8K 0.06% 269
2023
Q3 		$371K Buy
8,489
+177
+2% +$7.91K 0.08% 230
2023
Q2 		$376K Sell
8,312
-25
-0.3% -$1.14K 0.08% 222
2023
Q1 		$385K Sell
8,337
-49
-0.6% -$2.24K 0.09% 215
2022
Q4 		$389K Buy
8,386
+2,759
+49% +$123K 0.09% 222
2022
Q3 		$250K Sell
5,627
-287
-5% -$13.4K 0.07% 277
2022
Q2 		$279K Buy
5,914
+78
+1% +$3.71K 0.07% 274
2022
Q1 		$279K Buy
5,836
+1,775
+44% +$90.5K 0.06% 293
2021
Q4 		$211K Sell
4,061
-457
-10% -$24.2K 0.05% 343
2021
Q3 		$240K Buy
4,518
+50
+1% +$2.69K 0.05% 326
2021
Q2 		$239K Buy
4,468
+419
+10% +$22.3K 0.05% 317
2021
Q1 		$215K Buy
+4,049
New +$217K 0.05% 328

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

180 Wealth Advisors's IUSB Position: Q2 2026 in Review

180 Wealth Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 31% in Q2 2026, buying an estimated $93.1K and bringing the position to 8,546 shares worth $394K. The position accounts for 0.04% of the portfolio, ranked #325.

180 Wealth Advisors first reported a position in IUSB in Q1 2021 and has held it in 22 quarters since. The position peaked at $492K in Q3 2024. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • 180 Wealth Advisors held 8,546 shares of iShares Core Universal USD Bond ETF worth $394K as of Q2 2026.
  • 180 Wealth Advisors bought 2,019 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $93.1K.
  • iShares Core Universal USD Bond ETF made up 0.04% of 180 Wealth Advisors's portfolio in Q2 2026, its #325 holding.
  • 180 Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • 180 Wealth Advisors's iShares Core Universal USD Bond ETF position peaked at $492K in Q3 2024.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.