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Apeiron RIA’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Apeiron RIA’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 		$13.4M Sell
290,351
-150,289
-34% -$6.93M 3.44% 5
2026
Q1 		$20.4M Sell
440,640
-8,796
-2% -$410K 4.72% 2
2025
Q4 		$20.9M Buy
449,436
+222,639
+98% +$10.4M 4.24% 3
2025
Q3 		$10.6M Sell
226,797
-12,715
-5% -$588K 2.39% 12
2025
Q2 		$11.1M Sell
239,512
-61,535
-20% -$2.81M 2.85% 7
2025
Q1 		$13.9M Buy
301,047
+1,895
+0.6% +$86.4K 4.19% 2
2024
Q4 		$13.5M Sell
299,152
-64,493
-18% -$2.96M 3.78% 3
2024
Q3 		$17.1M Buy
363,645
+103,771
+40% +$4.82M 4.91% 2
2024
Q2 		$11.8M Buy
259,874
+555
+0.2% +$25K 3.6% 4
2024
Q1 		$11.8M Buy
259,319
+92,636
+56% +$4.22M 3.42% 5
2023
Q4 		$7.68M Sell
166,683
-9,322
-5% -$412K 2.39% 11
2023
Q3 		$7.69M Buy
176,005
+26,833
+18% +$1.2M 2.62% 11
2023
Q2 		$6.78M Buy
149,172
+8,460
+6% +$387K 2.32% 14
2023
Q1 		$6.49M Buy
140,712
+70,161
+99% +$3.21M 2.23% 15
2022
Q4 		$3.17M Sell
70,551
-23,645
-25% -$1.06M 1.21% 18
2022
Q3 		$4.15M Buy
94,196
+41,539
+79% +$1.94M 1.91% 16
2022
Q2 		$247 Buy
52,657
+10,642
+25% +$506K 0.07% 100
2022
Q1 		$2.05M Sell
42,015
-62,418
-60% -$3.18M 0.98% 23
2021
Q4 		$5.53M Buy
+104,433
New +$5.54M 2.27% 14

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
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
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Apeiron RIA's IUSB Position: Q2 2026 in Review

Apeiron RIA reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 34% in Q2 2026, selling an estimated $6.93M and leaving 290,351 shares worth $13.4M. The position accounts for 3.44% of the portfolio, ranked #5.

Apeiron RIA first reported a position in IUSB in Q4 2021 and has held it in 19 quarters since. The position peaked at $20.9M in Q4 2025. 187 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Apeiron RIA held 290,351 shares of iShares Core Universal USD Bond ETF worth $13.4M as of Q2 2026.
  • Apeiron RIA sold 150,289 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $6.93M.
  • iShares Core Universal USD Bond ETF made up 3.44% of Apeiron RIA's portfolio in Q2 2026, its #5 holding.
  • Apeiron RIA first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Apeiron RIA's iShares Core Universal USD Bond ETF position peaked at $20.9M in Q4 2025.
  • 187 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Apeiron RIA's 13F filing for Q2 2026, filed 16 Jul 2026.