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Avantra Family Wealth’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Avantra Family Wealth’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 		$635K Sell
13,753
-1,338
-9% -$61.7K 0.41% 78
2026
Q1 		$697K Sell
15,091
-470
-3% -$21.9K 0.52% 56
2025
Q4 		$724K Sell
15,561
-181
-1% -$8.46K 0.53% 56
2025
Q3 		$735K Sell
15,742
-26,682
-63% -$1.23M 0.55% 52
2025
Q2 		$1.96M Sell
42,424
-3,583
-8% -$163K 1.62% 12
2025
Q1 		$2.12M Sell
46,007
-409
-0.9% -$18.6K 2.03% 6
2024
Q4 		$2.1M Buy
+46,416
New +$2.13M 1.96% 6

Other funds holding IUSB

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Avantra Family Wealth's IUSB Position: Q2 2026 in Review

Avantra Family Wealth reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 8.9% in Q2 2026, selling an estimated $61.7K and leaving 13,753 shares worth $635K. The position accounts for 0.41% of the portfolio, ranked #78.

Avantra Family Wealth first reported a position in IUSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.12M in Q1 2025. 425 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Avantra Family Wealth held 13,753 shares of iShares Core Universal USD Bond ETF worth $635K as of Q2 2026.
  • Avantra Family Wealth sold 1,338 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $61.7K.
  • iShares Core Universal USD Bond ETF made up 0.41% of Avantra Family Wealth's portfolio in Q2 2026, its #78 holding.
  • Avantra Family Wealth first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Avantra Family Wealth's iShares Core Universal USD Bond ETF position peaked at $2.12M in Q1 2025.
  • 425 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.