AWE
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Avidian Wealth Enterprises’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Avidian Wealth Enterprises’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 		$52.9M Buy
1,146,437
+46,728
+4% +$2.15M 1.46% 13
2026
Q1 		$50.8M Buy
1,099,709
+70,721
+7% +$3.3M 1.61% 15
2025
Q4 		$47.9M Buy
1,028,988
+13,705
+1% +$641K 1.74% 12
2025
Q3 		$47.4M Buy
1,015,283
+14,543
+1% +$673K 1.79% 11
2025
Q2 		$46.3M Buy
1,000,740
+28,709
+3% +$1.31M 1.88% 12
2025
Q1 		$44.8M Buy
972,031
+194,765
+25% +$8.88M 1.99% 12
2024
Q4 		$35.1M Buy
777,266
+16,852
+2% +$774K 1.58% 15
2024
Q3 		$35.8M Buy
760,414
+43,233
+6% +$2.01M 1.63% 15
2024
Q2 		$32.4M Buy
717,181
+45,900
+7% +$2.06M 1.35% 17
2024
Q1 		$30.6M Buy
671,281
+54,810
+9% +$2.49M 1.48% 17
2023
Q4 		$28.4M Sell
616,471
-104,373
-14% -$4.61M 1.75% 12
2023
Q3 		$31.5M Buy
720,844
+48,178
+7% +$2.15M 2.22% 8
2023
Q2 		$30.6M Buy
672,666
+35,600
+6% +$1.63M 2% 9
2023
Q1 		$29.4M Buy
637,066
+153,449
+32% +$7.02M 1.61% 10
2022
Q4 		$21.7M Buy
483,617
+76,532
+19% +$3.42M 1.41% 13
2022
Q3 		$18.1M Buy
407,085
+72,689
+22% +$3.39M 1.31% 18
2022
Q2 		$15.7M Buy
334,396
+150,292
+82% +$7.14M 1.11% 19
2022
Q1 		$9.14M Sell
184,104
-41,961
-19% -$2.14M 0.56% 37
2021
Q4 		$12M Buy
226,065
+39,174
+21% +$2.08M 0.74% 27
2021
Q3 		$9.95M Buy
186,891
+67,723
+57% +$3.64M 0.76% 27
2021
Q2 		$6.37M Buy
119,168
+76,853
+182% +$4.08M 0.49% 40
2021
Q1 		$2.23M Buy
42,315
+23,044
+120% +$1.23M 0.19% 81
2020
Q4 		$1.05M Sell
19,271
-6,699
-26% -$364K 0.1% 110
2020
Q3 		$1.41M Buy
+25,970
New +$1.42M 0.16% 85

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

Avidian Wealth Enterprises's IUSB Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its iShares Core Universal USD Bond ETF (IUSB) stake by 4.2% in Q2 2026, buying an estimated $2.15M and bringing the position to 1,146,437 shares worth $52.9M. The position accounts for 1.46% of the portfolio, ranked #13.

Avidian Wealth Enterprises first reported a position in IUSB in Q3 2020 and has held it in 24 quarters since. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Avidian Wealth Enterprises held 1,146,437 shares of iShares Core Universal USD Bond ETF worth $52.9M as of Q2 2026.
  • Avidian Wealth Enterprises bought 46,728 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $2.15M.
  • iShares Core Universal USD Bond ETF made up 1.46% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #13 holding.
  • Avidian Wealth Enterprises first reported a position in iShares Core Universal USD Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.