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

Arax Advisory 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	$39.5M	Buy	855,023 +491,768	+135%	+$22.7M	0.26%	71
2026 Q1	$16.8M	Buy	363,255 +356,418	+5,213%	+$16.6M	0.47%	48
2025 Q4	$318K	Buy	+6,837	New	+$320K	0.01%	798
2025 Q3	–	Sell	-3,005	Closed	-$139K	–	3961
2025 Q2	$139K	Sell	3,005 -505	-14%	-$23K	0.01%	802
2025 Q1	$162K	Buy	+3,510	New	+$160K	0.01%	589
2024 Q4	–	Sell	-1,544	Closed	-$72.8K	–	2579
2024 Q3	$72.8K	Hold	1,544	–	–	0.01%	580
2024 Q2	$69.8K	Buy	+1,544	New	+$69.4K	0.01%	556

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Arax Advisory Partners's IUSB Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares Core Universal USD Bond ETF (IUSB) stake by 135% in Q2 2026, buying an estimated $22.7M and bringing the position to 855,023 shares worth $39.5M. The position accounts for 0.26% of the portfolio, ranked #71.

Arax Advisory Partners first reported a position in IUSB in Q2 2024 and has held it in 7 quarters since. 854 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Arax Advisory Partners held 855,023 shares of iShares Core Universal USD Bond ETF worth $39.5M as of Q2 2026.
Arax Advisory Partners bought 491,768 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $22.7M.
iShares Core Universal USD Bond ETF made up 0.26% of Arax Advisory Partners's portfolio in Q2 2026, its #71 holding.
Arax Advisory Partners first reported a position in iShares Core Universal USD Bond ETF in Q2 2024 and has held it in 7 quarters since.
854 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.