AWE
IUSB icon

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
Q3 		$48.8M Sell
1,107,132
-39,305
-3% -$1.78M 1.36% 15
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

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

Avidian Wealth Enterprises's IUSB Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 3.4% in Q3 2026, selling an estimated $1.78M and leaving 1,107,132 shares worth $48.8M. The position accounts for 1.36% of the portfolio, ranked #15.

Avidian Wealth Enterprises first reported a position in IUSB in Q3 2020 and has held it in 25 quarters since. The position peaked at $52.9M in Q2 2026. 25 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • Avidian Wealth Enterprises held 1,107,132 shares of iShares Core Universal USD Bond ETF worth $48.8M as of Q3 2026.
  • Avidian Wealth Enterprises sold 39,305 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $1.78M.
  • iShares Core Universal USD Bond ETF made up 1.36% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #15 holding.
  • Avidian Wealth Enterprises first reported a position in iShares Core Universal USD Bond ETF in Q3 2020 and has held it in 25 quarters since.
  • Avidian Wealth Enterprises's iShares Core Universal USD Bond ETF position peaked at $52.9M in Q2 2026.
  • 25 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.