BW
IUSB icon

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

Balance 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 		$4.65M Buy
100,699
+11,145
+12% +$514K 1.24% 17
2026
Q1 		$4.14M Buy
89,554
+35,282
+65% +$1.64M 1.28% 20
2025
Q4 		$2.53M Buy
54,272
+2,548
+5% +$119K 0.81% 25
2025
Q3 		$2.42M Sell
51,724
-4,001
-7% -$185K 0.6% 27
2025
Q2 		$2.58M Buy
55,725
+2,970
+6% +$136K 1.51% 14
2025
Q1 		$2.43M Buy
+52,755
New +$2.4M 1.58% 16

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
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
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Balance Wealth's IUSB Position: Q2 2026 in Review

Balance Wealth increased its iShares Core Universal USD Bond ETF (IUSB) stake by 12% in Q2 2026, buying an estimated $514K and bringing the position to 100,699 shares worth $4.65M. The position accounts for 1.24% of the portfolio, ranked #17.

Balance Wealth first reported a position in IUSB in Q1 2025 and has held it in 6 quarters since. 298 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Balance Wealth held 100,699 shares of iShares Core Universal USD Bond ETF worth $4.65M as of Q2 2026.
  • Balance Wealth bought 11,145 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $514K.
  • iShares Core Universal USD Bond ETF made up 1.24% of Balance Wealth's portfolio in Q2 2026, its #17 holding.
  • Balance Wealth first reported a position in iShares Core Universal USD Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • 298 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.