AIS
IUSB icon

Advocate Investing Services’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Advocate Investing 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 		$59.9K Buy
1,297
+386
+42% +$17.8K 0.05% 156
2026
Q1 		$42.1K Buy
+911
New +$42.5K 0.04% 160

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

Advocate Investing Services's IUSB Position: Q2 2026 in Review

Advocate Investing Services increased its iShares Core Universal USD Bond ETF (IUSB) stake by 42% in Q2 2026, buying an estimated $17.8K and bringing the position to 1,297 shares worth $59.9K. The position accounts for 0.05% of the portfolio, ranked #156.

Advocate Investing Services first reported a position in IUSB in Q1 2026 and has held it in 2 quarters since. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Advocate Investing Services held 1,297 shares of iShares Core Universal USD Bond ETF worth $59.9K as of Q2 2026.
  • Advocate Investing Services bought 386 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $17.8K.
  • iShares Core Universal USD Bond ETF made up 0.05% of Advocate Investing Services's portfolio in Q2 2026, its #156 holding.
  • Advocate Investing Services first reported a position in iShares Core Universal USD Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.