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Avior Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Avior Wealth Management’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 		$225K Hold
4,877
– – 0.01% 726
2026
Q1 		$225K Sell
4,877
-70
-1% -$3.26K 0.01% 768
2025
Q4 		$230K Sell
4,947
-36
-0.7% -$1.68K 0.01% 692
2025
Q3 		$233K Sell
4,983
-3,231
-39% -$149K 0.01% 669
2025
Q2 		$380K Sell
8,214
-484
-6% -$22.1K 0.01% 511
2025
Q1 		$401K Buy
8,698
+186
+2% +$8.48K 0.02% 469
2024
Q4 		$385K Sell
8,512
-1,488
-15% -$68.3K 0.01% 522
2024
Q3 		$471K Sell
10,000
-5,390
-35% -$250K 0.02% 463
2024
Q2 		$696K Sell
15,390
-747
-5% -$33.6K 0.03% 352
2024
Q1 		$736K Buy
16,137
+15,969
+9,505% +$727K 0.03% 355
2023
Q4 		$7.74K Sell
168
-113
-40% -$4.99K ﹤0.01% 1039
2023
Q3 		$12.3K Sell
281
-137
-33% -$6.12K ﹤0.01% 1011
2023
Q2 		$19K Hold
418
– – ﹤0.01% 938
2023
Q1 		$19.3K Sell
418
-542
-56% -$24.8K ﹤0.01% 949
2022
Q4 		$43.1K Sell
960
-2,931
-75% -$131K ﹤0.01% 649
2022
Q3 		$173K Buy
3,891
+2,580
+197% +$120K 0.01% 465
2022
Q2 		$61K Buy
1,311
+7
+0.5% +$333 0.01% 540
2022
Q1 		$64K Sell
1,304
-300
-19% -$15.3K 0.01% 557
2021
Q4 		$84K Sell
1,604
-125
-7% -$6.63K 0.01% 524
2021
Q3 		$92K Buy
1,729
+414
+31% +$22.2K 0.01% 495
2021
Q2 		$70K Buy
1,315
+551
+72% +$29.3K 0.01% 499
2021
Q1 		$40K Buy
764
+3
+0.4% +$161 ﹤0.01% 546
2020
Q4 		$41K Buy
761
+7
+0.9% +$380 0.01% 513
2020
Q3 		$41K Buy
754
+4
+0.5% +$218 0.01% 516
2020
Q2 		$40K Buy
+750
New +$40.2K 0.01% 504

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

Avior Wealth Management's IUSB Position: Q2 2026 in Review

Avior Wealth Management held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q2 2026 at 4,877 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #726.

Avior Wealth Management first reported a position in IUSB in Q2 2020 and has held it in 25 quarters since. The position peaked at $736K in Q1 2024. 854 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Avior Wealth Management held 4,877 shares of iShares Core Universal USD Bond ETF worth $225K as of Q2 2026.
  • Avior Wealth Management left its iShares Core Universal USD Bond ETF share count unchanged in Q2 2026.
  • iShares Core Universal USD Bond ETF made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #726 holding.
  • Avior Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • Avior Wealth Management's iShares Core Universal USD Bond ETF position peaked at $736K in Q1 2024.
  • 854 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.