Armis Advisers’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Armis Advisers’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	$201K	Sell	4,376 -232	-5%	-$10.7K	0.02%	471
2026 Q1	$212K	Sell	4,608 -674	-13%	-$31.4K	0.02%	431
2025 Q4	$243K	Buy	+5,282	New	+$247K	0.03%	380
2025 Q3	–	Sell	-19,062	Closed	-$881K	–	431
2025 Q2	$881K	Sell	19,062 -9,632	-34%	-$440K	0.07%	207
2025 Q1	$1.32M	Sell	28,694 -7,497	-21%	-$342K	0.12%	134
2024 Q4	$1.64M	Buy	+36,191	New	+$1.66M	0.2%	91

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

Armis Advisers's IUSB Position: Q2 2026 in Review

Armis Advisers reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 5% in Q2 2026, selling an estimated $10.7K and leaving 4,376 shares worth $201K. The position accounts for 0.02% of the portfolio, ranked #471.

Armis Advisers first reported a position in IUSB in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.64M in Q4 2024. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Armis Advisers held 4,376 shares of iShares Core Universal USD Bond ETF worth $201K as of Q2 2026.
Armis Advisers sold 232 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $10.7K.
iShares Core Universal USD Bond ETF made up 0.02% of Armis Advisers's portfolio in Q2 2026, its #471 holding.
Armis Advisers first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 6 quarters since.
Armis Advisers's iShares Core Universal USD Bond ETF position peaked at $1.64M in Q4 2024.
857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.