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Affinity Capital Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Affinity Capital Advisors’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 		$66.1M Buy
1,435,965
+69,033
+5% +$3.18M 8.16% 4
2026
Q1 		$63.1M Sell
1,366,932
-20,214
-1% -$942K 8.85% 2
2025
Q4 		$64.6M Buy
1,387,146
+83,388
+6% +$3.9M 8.93% 3
2025
Q3 		$60.9M Buy
1,303,758
+101,692
+8% +$4.7M 9.36% 3
2025
Q2 		$55.6M Buy
1,202,066
+59,529
+5% +$2.72M 9.56% 2
2025
Q1 		$51.6M Buy
1,142,537
+75,140
+7% +$3.42M 10.22% 1
2024
Q4 		$48M Buy
1,067,397
+73,319
+7% +$3.37M 9.03% 3
2024
Q3 		$46.8M Buy
994,078
+66,760
+7% +$3.1M 9.07% 3
2024
Q2 		$41.9M Buy
927,318
+127,601
+16% +$5.74M 8.81% 3
2024
Q1 		$36.5M Buy
799,717
+185,058
+30% +$8.42M 8.13% 3
2023
Q4 		$28.3M Buy
614,659
+4,329
+0.7% +$191K 6.91% 4
2023
Q3 		$26.7M Buy
610,330
+228,962
+60% +$10.2M 7.32% 4
2023
Q2 		$17.3M Buy
381,368
+286,144
+300% +$13.1M 4.7% 5
2023
Q1 		$4.39M Buy
+95,224
New +$4.36M 1.37% 17

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

Affinity Capital Advisors's IUSB Position: Q2 2026 in Review

Affinity Capital Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 5.1% in Q2 2026, buying an estimated $3.18M and bringing the position to 1,435,965 shares worth $66.1M. The position accounts for 8.16% of the portfolio, ranked #4.

Affinity Capital Advisors first reported a position in IUSB in Q1 2023 and has held it in 14 quarters since. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Affinity Capital Advisors held 1,435,965 shares of iShares Core Universal USD Bond ETF worth $66.1M as of Q2 2026.
  • Affinity Capital Advisors bought 69,033 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $3.18M.
  • iShares Core Universal USD Bond ETF made up 8.16% of Affinity Capital Advisors's portfolio in Q2 2026, its #4 holding.
  • Affinity Capital Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.