Acorn Financial Advisory Services’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Acorn Financial Advisory Services’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	$238K	Buy	5,158 +289	+6%	+$13.3K	0.03%	196
2026 Q1	$225K	Sell	4,869 -1,893	-28%	-$88.2K	0.03%	197
2025 Q4	$315K	Buy	6,762 +692	+11%	+$32.3K	0.05%	160
2025 Q3	$284K	Sell	6,070 -300	-5%	-$13.9K	0.04%	165
2025 Q2	$294K	Sell	6,370 -811	-11%	-$37K	0.05%	157
2025 Q1	$331K	Sell	7,181 -3,982	-36%	-$181K	0.06%	134
2024 Q4	$505K	Sell	11,163 -1,356	-11%	-$62.2K	0.08%	120
2024 Q3	$590K	Buy	12,519 +2,748	+28%	+$128K	0.1%	91
2024 Q2	$442K	Buy	9,771 +35	+0.4%	+$1.57K	0.08%	114
2024 Q1	$444K	Buy	9,736 +1,840	+23%	+$83.7K	0.08%	120
2023 Q4	$364K	Sell	7,896 -1,077	-12%	-$47.6K	0.06%	179
2023 Q3	$392K	Sell	8,973 -1,867	-17%	-$83.4K	0.07%	160
2023 Q2	$493K	Buy	10,840 +92	+0.9%	+$4.21K	0.09%	134
2023 Q1	$496K	Buy	10,748 +2,211	+26%	+$101K	0.1%	121
2022 Q4	$384K	Buy	8,537 +1,009	+13%	+$45.1K	0.08%	143
2022 Q3	$335K	Sell	7,528 -177	-2%	-$8.26K	0.08%	159
2022 Q2	$361K	Buy	7,705 +61	+0.8%	+$2.9K	0.09%	147
2022 Q1	$379K	Buy	7,644 +1,533	+25%	+$78.1K	0.08%	162
2021 Q4	$323K	Buy	6,111 +243	+4%	+$12.9K	0.06%	178
2021 Q3	$312K	Buy	5,868 +158	+3%	+$8.49K	0.1%	171
2021 Q2	$305K	Buy	5,710 +1,246	+28%	+$66.2K	0.09%	194
2021 Q1	$235K	Buy	+4,464	New	+$239K	0.09%	187

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Acorn Financial Advisory Services's IUSB Position: Q2 2026 in Review

Acorn Financial Advisory Services increased its iShares Core Universal USD Bond ETF (IUSB) stake by 5.9% in Q2 2026, buying an estimated $13.3K and bringing the position to 5,158 shares worth $238K. The position accounts for 0.03% of the portfolio, ranked #196.

Acorn Financial Advisory Services first reported a position in IUSB in Q1 2021 and has held it in 22 quarters since. The position peaked at $590K in Q3 2024. 579 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Acorn Financial Advisory Services held 5,158 shares of iShares Core Universal USD Bond ETF worth $238K as of Q2 2026.
Acorn Financial Advisory Services bought 289 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $13.3K.
iShares Core Universal USD Bond ETF made up 0.03% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #196 holding.
Acorn Financial Advisory Services first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 22 quarters since.
Acorn Financial Advisory Services's iShares Core Universal USD Bond ETF position peaked at $590K in Q3 2024.
579 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.