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Alternative Investment Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Alternative Investment 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 		– Sell
-65,476
Closed -$3.02M – 87
2026
Q1 		$3.02M Sell
65,476
-4,292
-6% -$200K 1.32% 11
2025
Q4 		$3.25M Sell
69,768
-2,706
-4% -$126K 1.4% 11
2025
Q3 		$3.39M Sell
72,474
-3,445
-5% -$159K 1.54% 8
2025
Q2 		$3.51M Sell
75,919
-4,126
-5% -$188K 1.74% 7
2025
Q1 		$3.69M Buy
80,045
+5,797
+8% +$264K 1.95% 10
2024
Q4 		$3.36M Buy
74,248
+14,966
+25% +$687K 1.75% 10
2024
Q3 		$2.79M Buy
59,282
+15,169
+34% +$704K 1.47% 13
2024
Q2 		$1.99M Buy
44,113
+19,984
+83% +$899K 1.14% 19
2024
Q1 		$1.09M Buy
24,129
+18,829
+355% +$857K 0.66% 26
2023
Q4 		$244K Sell
5,300
-35,709
-87% -$1.58M 0.16% 42
2023
Q3 		$1.79M Buy
+41,009
New +$1.83M 1.25% 28

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

Alternative Investment Advisors's IUSB Position: Q2 2026 in Review

Alternative Investment Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2026, closing a stake of 65,476 shares — an estimated $3.02M sold.

Alternative Investment Advisors first reported a position in IUSB in Q3 2023 and held it in 11 quarters. The position peaked at $3.69M in Q1 2025. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Alternative Investment Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Alternative Investment Advisors sold 65,476 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $3.02M.
  • Alternative Investment Advisors first reported a position in iShares Core Universal USD Bond ETF in Q3 2023 and held it in 11 quarters.
  • Alternative Investment Advisors's iShares Core Universal USD Bond ETF position peaked at $3.69M in Q1 2025.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Alternative Investment Advisors's 13F filing for Q2 2026, filed 31 Aug 2026.