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

Apella Capital’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 		$63.3M Buy
1,382,574
+260,144
+23% +$12M 0.89% 24
2026
Q1 		$52.2M Buy
1,122,430
+295,869
+36% +$13.8M 0.78% 30
2025
Q4 		$38.5M Buy
826,561
+164,024
+25% +$7.67M 0.76% 34
2025
Q3 		$31.2M Buy
662,537
+145,220
+28% +$6.72M 0.69% 40
2025
Q2 		$23.7M Buy
517,317
+197,729
+62% +$9.02M 0.64% 35
2025
Q1 		$14.6M Buy
319,588
+193,899
+154% +$8.84M 0.5% 41
2024
Q4 		$5.68M Buy
125,689
+83,568
+198% +$3.84M 0.22% 72
2024
Q3 		$1.98M Sell
42,121
-30
-0.1% -$1.39K 0.08% 106
2024
Q2 		$1.91M Sell
42,151
-1,735
-4% -$78K 0.09% 102
2024
Q1 		$1.98M Sell
43,886
-6,723
-13% -$306K 0.1% 97
2023
Q4 		$2.31M Buy
50,609
+34,016
+205% +$1.5M 0.13% 88
2023
Q3 		$725K Buy
+16,593
New +$742K 0.05% 140

Other funds holding IUSB

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
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
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Apella Capital's IUSB Position: Q2 2026 in Review

Apella Capital increased its iShares Core Universal USD Bond ETF (IUSB) stake by 23% in Q2 2026, buying an estimated $12M and bringing the position to 1,382,574 shares worth $63.3M. The position accounts for 0.89% of the portfolio, ranked #24.

Apella Capital first reported a position in IUSB in Q3 2023 and has held it in 12 quarters since. 164 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Apella Capital held 1,382,574 shares of iShares Core Universal USD Bond ETF worth $63.3M as of Q2 2026.
  • Apella Capital bought 260,144 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $12M.
  • iShares Core Universal USD Bond ETF made up 0.89% of Apella Capital's portfolio in Q2 2026, its #24 holding.
  • Apella Capital first reported a position in iShares Core Universal USD Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 164 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

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