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

Alterna Wealth 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 		$11.7M Buy
253,902
+132,351
+109% +$6.1M 6.72% 1
2026
Q1 		$5.61M Buy
121,551
+41,845
+52% +$1.95M 4.25% 4
2025
Q4 		$3.71M Buy
79,706
+7,534
+10% +$352K 3.09% 6
2025
Q3 		$3.37M Buy
72,172
+5,546
+8% +$257K 2.78% 7
2025
Q2 		$3.08M Sell
66,626
-10,499
-14% -$479K 2.47% 9
2025
Q1 		$3.55M Sell
77,125
-3,291
-4% -$150K 2.7% 10
2024
Q4 		$3.63M Sell
80,416
-56,660
-41% -$2.6M 3.07% 9
2024
Q3 		$6.46M Buy
137,076
+23,144
+20% +$1.07M 5.8% 2
2024
Q2 		$5.15M Buy
113,932
+33,284
+41% +$1.5M 4.51% 3
2024
Q1 		$3.68M Sell
80,648
-2,809
-3% -$128K 2.98% 7
2023
Q4 		$3.84M Sell
83,457
-6,783
-8% -$300K 4.63% 3
2023
Q3 		$3.94M Buy
90,240
+10,548
+13% +$471K 5.04% 3
2023
Q2 		$3.62M Buy
79,692
+2,698
+4% +$123K 4.2% 3
2023
Q1 		$3.55M Buy
76,994
+22,940
+42% +$1.05M 4.45% 4
2022
Q4 		$2.44M Buy
54,054
+5,269
+11% +$236K 2.73% 14
2022
Q3 		$2.17M Sell
48,785
-20,115
-29% -$938K 2.58% 13
2022
Q2 		$3.23M Buy
68,900
+14,776
+27% +$702K 3.28% 5
2022
Q1 		$2.69M Sell
54,124
-5,795
-10% -$295K 2.26% 13
2021
Q4 		$3.17M Buy
+59,919
New +$3.18M 2.64% 11

Other funds holding IUSB

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Alterna Wealth Management's IUSB Position: Q2 2026 in Review

Alterna Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 109% in Q2 2026, buying an estimated $6.1M and bringing the position to 253,902 shares worth $11.7M. The position accounts for 6.72% of the portfolio, ranked #1.

Alterna Wealth Management first reported a position in IUSB in Q4 2021 and has held it in 19 quarters since. 298 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Alterna Wealth Management held 253,902 shares of iShares Core Universal USD Bond ETF worth $11.7M as of Q2 2026.
  • Alterna Wealth Management bought 132,351 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $6.1M.
  • iShares Core Universal USD Bond ETF made up 6.72% of Alterna Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Alterna Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 298 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Alterna Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.