Advyzon Investment Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Advyzon Investment 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	$4.1M	Buy	88,935 +21,339	+32%	+$984K	0.3%	81
2026 Q1	$3.12M	Buy	67,596 +2,918	+5%	+$136K	0.28%	85
2025 Q4	$3.01M	Buy	64,678 +34,299	+113%	+$1.6M	0.35%	67
2025 Q3	$1.42M	Buy	30,379 +11,147	+58%	+$516K	0.24%	95
2025 Q2	$889K	Buy	19,232 +4,307	+29%	+$197K	0.2%	108
2025 Q1	$688K	Sell	14,925 -4,406	-23%	-$201K	0.24%	80
2024 Q4	$874K	Buy	+19,331	New	+$887K	0.34%	55

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

Advyzon Investment Management's IUSB Position: Q2 2026 in Review

Advyzon Investment Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 32% in Q2 2026, buying an estimated $984K and bringing the position to 88,935 shares worth $4.1M. The position accounts for 0.3% of the portfolio, ranked #81.

Advyzon Investment Management first reported a position in IUSB in Q4 2024 and has held it in 7 quarters since. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Advyzon Investment Management held 88,935 shares of iShares Core Universal USD Bond ETF worth $4.1M as of Q2 2026.
Advyzon Investment Management bought 21,339 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $984K.
iShares Core Universal USD Bond ETF made up 0.3% of Advyzon Investment Management's portfolio in Q2 2026, its #81 holding.
Advyzon Investment Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 7 quarters since.
855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.