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

Advocacy Wealth Management 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	$50.3M	Buy	1,088,957 +683,070	+168%	+$31.5M	1.83%	19
2026 Q1	$18.7M	Buy	+405,887	New	+$18.9M	0.83%	30
2022 Q2	–	Sell	-360	Closed	-$18K	–	168
2022 Q1	$18K	Buy	+360	New	+$18.3K	﹤0.01%	89

Other funds holding IUSB

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Advocacy Wealth Management Services's IUSB Position: Q2 2026 in Review

Advocacy Wealth Management Services increased its iShares Core Universal USD Bond ETF (IUSB) stake by 168% in Q2 2026, buying an estimated $31.5M and bringing the position to 1,088,957 shares worth $50.3M. The position accounts for 1.83% of the portfolio, ranked #19.

Advocacy Wealth Management Services first reported a position in IUSB in Q1 2022 and has held it in 3 quarters since. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Advocacy Wealth Management Services held 1,088,957 shares of iShares Core Universal USD Bond ETF worth $50.3M as of Q2 2026.
Advocacy Wealth Management Services bought 683,070 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $31.5M.
iShares Core Universal USD Bond ETF made up 1.83% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #19 holding.
Advocacy Wealth Management Services first reported a position in iShares Core Universal USD Bond ETF in Q1 2022 and has held it in 3 quarters since.
855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.