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

Arkadios 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 		$9.65M Sell
209,045
-11,949
-5% -$551K 0.15% 159
2026
Q1 		$10.2M Buy
220,994
+114,979
+108% +$5.36M 0.17% 139
2025
Q4 		$4.93M Buy
106,015
+16,223
+18% +$758K 0.1% 224
2025
Q3 		$4.19M Sell
89,792
-1,845
-2% -$85.3K 0.1% 219
2025
Q2 		$4.24M Buy
91,637
+2,328
+3% +$106K 0.12% 186
2025
Q1 		$4.12M Buy
89,309
+23,884
+37% +$1.09M 0.16% 152
2024
Q4 		$2.96M Buy
65,425
+5,813
+10% +$267K 0.16% 133
2024
Q3 		$2.81M Sell
59,612
-4,888
-8% -$227K 0.16% 133
2024
Q2 		$2.92M Buy
64,500
+55,213
+595% +$2.48M 0.2% 104
2024
Q1 		$423K Buy
9,287
+380
+4% +$17.3K 0.03% 424
2023
Q4 		$410K Sell
8,907
-1,544
-15% -$68.2K 0.03% 428
2023
Q3 		$457K Sell
10,451
-484
-4% -$21.6K 0.04% 361
2023
Q2 		$497K Buy
10,935
+354
+3% +$16.2K 0.06% 309
2023
Q1 		$488K Buy
10,581
+2,900
+38% +$133K 0.06% 309
2022
Q4 		$345K Buy
7,681
+687
+10% +$30.7K 0.05% 362
2022
Q3 		$311K Buy
6,994
+2,005
+40% +$93.5K 0.05% 370
2022
Q2 		$234K Buy
+4,989
New +$237K 0.03% 468
2021
Q4 		– Sell
-2,479
Closed -$131K – 1177
2021
Q3 		$131K Buy
2,479
+749
+43% +$40.2K 0.02% 619
2021
Q2 		$92K Buy
1,730
+1,137
+192% +$60.4K 0.01% 741
2021
Q1 		$31K Buy
593
+516
+670% +$27.7K 0.01% 831
2020
Q4 		$4K Buy
77
+1
+1% +$54 ﹤0.01% 1156
2020
Q3 		$4.17K Hold
76
– – ﹤0.01% 873
2020
Q2 		$4.15K Hold
76
– – ﹤0.01% 805
2020
Q1 		$3.96K Buy
+76
New +$3.99K ﹤0.01% 833

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

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

Arkadios Wealth Advisors reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 5.4% in Q2 2026, selling an estimated $551K and leaving 209,045 shares worth $9.65M. The position accounts for 0.15% of the portfolio, ranked #159.

Arkadios Wealth Advisors first reported a position in IUSB in Q1 2020 and has held it in 24 quarters since. The position peaked at $10.2M in Q1 2026. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Arkadios Wealth Advisors held 209,045 shares of iShares Core Universal USD Bond ETF worth $9.65M as of Q2 2026.
  • Arkadios Wealth Advisors sold 11,949 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $551K.
  • iShares Core Universal USD Bond ETF made up 0.15% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #159 holding.
  • Arkadios Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2020 and has held it in 24 quarters since.
  • Arkadios Wealth Advisors's iShares Core Universal USD Bond ETF position peaked at $10.2M in Q1 2026.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.