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

Ancora 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
Q1 		$13.6M Buy
295,121
+33,276
+13% +$1.55M 0.29% 74
2025
Q4 		$12.2M Buy
261,845
+4,198
+2% +$196K 0.25% 87
2025
Q3 		$12M Sell
257,647
-2,782
-1% -$129K 0.24% 89
2025
Q2 		$12M Buy
260,429
+11,649
+5% +$532K 0.25% 85
2025
Q1 		$11.5M Sell
248,780
-8,565
-3% -$390K 0.26% 82
2024
Q4 		$11.6M Buy
257,345
+23,521
+10% +$1.08M 0.26% 83
2024
Q3 		$11M Buy
233,824
+16,324
+8% +$757K 0.25% 88
2024
Q2 		$9.84M Buy
217,500
+10,452
+5% +$470K 0.24% 84
2024
Q1 		$9.44M Buy
207,048
+21,553
+12% +$981K 0.21% 94
2023
Q4 		$8.55M Buy
185,495
+3,682
+2% +$163K 0.2% 103
2023
Q3 		$7.95M Buy
181,813
+10,846
+6% +$485K 0.21% 94
2023
Q2 		$7.77M Buy
170,967
+13,551
+9% +$620K 0.2% 99
2023
Q1 		$7.26M Buy
157,416
+22,005
+16% +$1.01M 0.21% 96
2022
Q4 		$6.08M Buy
135,411
+89,712
+196% +$4.01M 0.18% 110
2022
Q3 		$2.03M Buy
45,699
+2,919
+7% +$136K 0.06% 237
2022
Q2 		$2M Buy
42,780
+2,602
+6% +$124K 0.06% 257
2022
Q1 		$1.99M Sell
40,178
-11,235
-22% -$573K 0.05% 278
2021
Q4 		$2.72M Sell
51,413
-20,418
-28% -$1.08M 0.06% 237
2021
Q3 		$3.82M Buy
71,831
+1,134
+2% +$60.9K 0.1% 192
2021
Q2 		$3.78M Buy
70,697
+6,162
+10% +$327K 0.1% 190
2021
Q1 		$3.4M Buy
64,535
+39,279
+156% +$2.1M 0.09% 202
2020
Q4 		$1.38M Buy
25,256
+24,232
+2,366% +$1.32M 0.04% 304
2020
Q3 		$56K Hold
1,024
– – ﹤0.01% 828
2020
Q2 		$56K Hold
1,024
– – ﹤0.01% 804
2020
Q1 		$54K Hold
1,024
– – ﹤0.01% 869
2019
Q4 		$53K Buy
+1,024
New +$53.4K ﹤0.01% 877
2018
Q4 		– Sell
-265
Closed -$13K – 914
2018
Q3 		$13K Buy
+265
New +$13.1K ﹤0.01% 1155
2018
Q1 		– Sell
-6,643
Closed -$338K – 682
2017
Q4 		$338K Buy
+6,643
New +$338K 0.02% 506

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Ancora Advisors's IUSB Position: Q1 2026 in Review

Ancora Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 13% in Q1 2026, buying an estimated $1.55M and bringing the position to 295,121 shares worth $13.6M. The position accounts for 0.29% of the portfolio, ranked #74.

Ancora Advisors first reported a position in IUSB in Q4 2017 and has held it in 28 quarters since. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Ancora Advisors held 295,121 shares of iShares Core Universal USD Bond ETF worth $13.6M as of Q1 2026.
  • Ancora Advisors bought 33,276 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $1.55M.
  • iShares Core Universal USD Bond ETF made up 0.29% of Ancora Advisors's portfolio in Q1 2026, its #74 holding.
  • Ancora Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2017 and has held it in 28 quarters since.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.