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

Aptus Capital 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 		$1.41M Sell
30,643
-1,188
-4% -$54.8K 0.01% 564
2026
Q1 		$1.47M Sell
31,831
-59,359
-65% -$2.77M 0.01% 520
2025
Q4 		$4.24M Buy
91,190
+58,799
+182% +$2.75M 0.03% 343
2025
Q3 		$1.51M Sell
32,391
-296,805
-90% -$13.7M 0.01% 481
2025
Q2 		$15.2M Sell
329,196
-130,778
-28% -$5.97M 0.12% 148
2025
Q1 		$21.2M Buy
459,974
+2,439
+0.5% +$111K 0.22% 99
2024
Q4 		$20.7M Buy
457,535
+390,624
+584% +$17.9M 0.22% 102
2024
Q3 		$3.15M Buy
66,911
+39,896
+148% +$1.85M 0.05% 272
2024
Q2 		$1.22M Sell
27,015
-4,510
-14% -$203K 0.02% 364
2024
Q1 		$1.44M Buy
31,525
+30,781
+4,137% +$1.4M 0.03% 342
2023
Q4 		$34.3K Hold
744
– – ﹤0.01% 712
2023
Q3 		$32.5K Sell
744
-658
-47% -$29.4K ﹤0.01% 719
2023
Q2 		$63.7K Hold
1,402
– – ﹤0.01% 561
2023
Q1 		$64.7K Sell
1,402
-1,234
-47% -$56.5K ﹤0.01% 543
2022
Q4 		$118K Buy
2,636
+745
+39% +$33.3K ﹤0.01% 520
2022
Q3 		$84K Buy
1,891
+1,147
+154% +$53.5K ﹤0.01% 512
2022
Q2 		$35K Hold
744
– – ﹤0.01% 498
2022
Q1 		$37K Sell
744
-1,389
-65% -$70.8K ﹤0.01% 529
2021
Q4 		$113K Buy
+2,133
New +$113K ﹤0.01% 384

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

Aptus Capital Advisors's IUSB Position: Q2 2026 in Review

Aptus Capital Advisors reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 3.7% in Q2 2026, selling an estimated $54.8K and leaving 30,643 shares worth $1.41M. The position accounts for 0.01% of the portfolio, ranked #564.

Aptus Capital Advisors first reported a position in IUSB in Q4 2021 and has held it in 19 quarters since. The position peaked at $21.2M in Q1 2025. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Aptus Capital Advisors held 30,643 shares of iShares Core Universal USD Bond ETF worth $1.41M as of Q2 2026.
  • Aptus Capital Advisors sold 1,188 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $54.8K.
  • iShares Core Universal USD Bond ETF made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #564 holding.
  • Aptus Capital Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Aptus Capital Advisors's iShares Core Universal USD Bond ETF position peaked at $21.2M in Q1 2025.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.