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Advisory Solutions Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Advisory Solutions Group’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
Q3 		$2.83M Buy
64,143
+867
+1% +$39.3K 0.6% 46
2026
Q2 		$2.92M Buy
+63,276
New +$2.92M 0.99% 25

Other funds holding IUSB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Advisory Solutions Group's IUSB Position: Q3 2026 in Review

Advisory Solutions Group increased its iShares Core Universal USD Bond ETF (IUSB) stake by 1.4% in Q3 2026, buying an estimated $39.3K and bringing the position to 64,143 shares worth $2.83M. The position accounts for 0.6% of the portfolio, ranked #46.

Advisory Solutions Group first reported a position in IUSB in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.92M in Q2 2026. 786 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • Advisory Solutions Group held 64,143 shares of iShares Core Universal USD Bond ETF worth $2.83M as of Q3 2026.
  • Advisory Solutions Group bought 867 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $39.3K.
  • iShares Core Universal USD Bond ETF made up 0.6% of Advisory Solutions Group's portfolio in Q3 2026, its #46 holding.
  • Advisory Solutions Group first reported a position in iShares Core Universal USD Bond ETF in Q2 2026 and has held it in 2 quarters since.
  • Advisory Solutions Group's iShares Core Universal USD Bond ETF position peaked at $2.92M in Q2 2026.
  • 786 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.