AP
IUSB icon

Appleton Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Appleton Partners’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 		$777K Buy
16,833
+143
+0.9% +$6.59K 0.05% 168
2026
Q1 		$771K Buy
16,690
+10
+0.1% +$466 0.05% 156
2025
Q4 		$776K Sell
16,680
-2,940
-15% -$137K 0.05% 160
2025
Q3 		$916K Sell
19,620
-4,700
-19% -$217K 0.06% 146
2025
Q2 		$1.12M Sell
24,320
-1,112
-4% -$50.7K 0.08% 133
2025
Q1 		$1.17M Sell
25,432
-2,655
-9% -$121K 0.09% 121
2024
Q4 		$1.27M Sell
28,087
-1,480
-5% -$67.9K 0.09% 121
2024
Q3 		$1.39M Sell
29,567
-370
-1% -$17.2K 0.1% 117
2024
Q2 		$1.35M Sell
29,937
-1,517
-5% -$68.2K 0.1% 116
2024
Q1 		$1.43M Sell
31,454
-1,857
-6% -$84.5K 0.11% 117
2023
Q4 		$1.53M Buy
+33,311
New +$1.47M 0.12% 115

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

Appleton Partners's IUSB Position: Q2 2026 in Review

Appleton Partners increased its iShares Core Universal USD Bond ETF (IUSB) stake by 0.86% in Q2 2026, buying an estimated $6.59K and bringing the position to 16,833 shares worth $777K. The position accounts for 0.05% of the portfolio, ranked #168.

Appleton Partners first reported a position in IUSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.53M in Q4 2023. 240 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Appleton Partners held 16,833 shares of iShares Core Universal USD Bond ETF worth $777K as of Q2 2026.
  • Appleton Partners bought 143 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $6.59K.
  • iShares Core Universal USD Bond ETF made up 0.05% of Appleton Partners's portfolio in Q2 2026, its #168 holding.
  • Appleton Partners first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Appleton Partners's iShares Core Universal USD Bond ETF position peaked at $1.53M in Q4 2023.
  • 240 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.