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Arete Wealth Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Arete Wealth 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 		$3.42M Buy
74,112
+6,985
+10% +$322K 0.23% 106
2026
Q1 		$3.1M Sell
67,127
-2,968
-4% -$138K 0.23% 105
2025
Q4 		$3.26M Sell
70,095
-178
-0.3% -$8.32K 0.23% 106
2025
Q3 		$3.28M Sell
70,273
-5,524
-7% -$255K 0.21% 100
2025
Q2 		$3.5M Sell
75,797
-9,379
-11% -$428K 0.25% 87
2025
Q1 		$3.92M Sell
85,176
-3,468
-4% -$158K 0.3% 73
2024
Q4 		$4.01M Buy
88,644
+27,071
+44% +$1.24M 0.29% 72
2024
Q3 		$2.9M Sell
61,573
-15,230
-20% -$707K 0.25% 84
2024
Q2 		$3.47M Sell
76,803
-2,190
-3% -$98.5K 0.29% 72
2024
Q1 		$3.6M Buy
78,993
+16,190
+26% +$737K 0.33% 71
2023
Q4 		$2.89M Sell
62,803
-52
-0.1% -$2.3K 0.22% 91
2023
Q3 		$2.75M Sell
62,855
-15,851
-20% -$708K 0.48% 47
2023
Q2 		$3.58M Sell
78,706
-1,004
-1% -$45.9K 0.32% 70
2023
Q1 		$3.68M Buy
79,710
+23,930
+43% +$1.1M 0.3% 71
2022
Q4 		$2.51M Buy
55,780
+23,010
+70% +$1.03M 0.22% 93
2022
Q3 		$1.46M Buy
+32,770
New +$1.53M 0.14% 130
2022
Q2 		– Sell
-8,235
Closed -$409K – 508
2022
Q1 		$409K Buy
+8,235
New +$420K 0.03% 326

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

Arete Wealth Advisors's IUSB Position: Q2 2026 in Review

Arete Wealth Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 10% in Q2 2026, buying an estimated $322K and bringing the position to 74,112 shares worth $3.42M. The position accounts for 0.23% of the portfolio, ranked #106.

Arete Wealth Advisors first reported a position in IUSB in Q1 2022 and has held it in 17 quarters since. The position peaked at $4.01M in Q4 2024. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Arete Wealth Advisors held 74,112 shares of iShares Core Universal USD Bond ETF worth $3.42M as of Q2 2026.
  • Arete Wealth Advisors bought 6,985 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $322K.
  • iShares Core Universal USD Bond ETF made up 0.23% of Arete Wealth Advisors's portfolio in Q2 2026, its #106 holding.
  • Arete Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • Arete Wealth Advisors's iShares Core Universal USD Bond ETF position peaked at $4.01M in Q4 2024.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.