AWM
IUSB icon

Accurate Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Accurate Wealth Management’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 		$910K Buy
19,901
+1,047
+6% +$48.3K 0.09% 236
2026
Q1 		$872K Buy
18,854
+439
+2% +$20.5K 0.1% 212
2025
Q4 		$859K Sell
18,415
-1,413
-7% -$66K 0.11% 201
2025
Q3 		$930K Buy
19,828
+8,352
+73% +$386K 0.12% 176
2025
Q2 		$527K Sell
11,476
-803
-7% -$36.6K 0.08% 256
2025
Q1 		$554K Sell
12,279
-10,442
-46% -$476K 0.11% 194
2024
Q4 		$1.02M Buy
22,721
+403
+2% +$18.5K 0.2% 118
2024
Q3 		$1.04M Buy
+22,318
New +$1.04M 0.21% 106
2023
Q1 		– Sell
-392
Closed -$18K – 823
2022
Q4 		$18K Buy
+392
New +$17.5K 0.01% 712

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
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
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Accurate Wealth Management's IUSB Position: Q2 2026 in Review

Accurate Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 5.6% in Q2 2026, buying an estimated $48.3K and bringing the position to 19,901 shares worth $910K. The position accounts for 0.09% of the portfolio, ranked #236.

Accurate Wealth Management first reported a position in IUSB in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.04M in Q3 2024. 360 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Accurate Wealth Management held 19,901 shares of iShares Core Universal USD Bond ETF worth $910K as of Q2 2026.
  • Accurate Wealth Management bought 1,047 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $48.3K.
  • iShares Core Universal USD Bond ETF made up 0.09% of Accurate Wealth Management's portfolio in Q2 2026, its #236 holding.
  • Accurate Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and has held it in 9 quarters since.
  • Accurate Wealth Management's iShares Core Universal USD Bond ETF position peaked at $1.04M in Q3 2024.
  • 360 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.