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Avail Investment Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Avail Investment 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 		$216K Hold
4,684
– – 0.17% 177
2026
Q1 		$216K Buy
+4,684
New +$218K 0.23% 116

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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

Avail Investment Partners's IUSB Position: Q2 2026 in Review

Avail Investment Partners held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q2 2026 at 4,684 shares worth $216K. The position accounts for 0.17% of the portfolio, ranked #177.

Avail Investment Partners first reported a position in IUSB in Q1 2026 and has held it in 2 quarters since. 852 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Avail Investment Partners held 4,684 shares of iShares Core Universal USD Bond ETF worth $216K as of Q2 2026.
  • Avail Investment Partners left its iShares Core Universal USD Bond ETF share count unchanged in Q2 2026.
  • iShares Core Universal USD Bond ETF made up 0.17% of Avail Investment Partners's portfolio in Q2 2026, its #177 holding.
  • Avail Investment Partners first reported a position in iShares Core Universal USD Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 852 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Avail Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.