Bay Colony Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Bay Colony Advisors’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	$274K	Sell	5,943 -9,561	-62%	-$441K	0.03%	397
2026 Q1	$716K	Buy	15,504 +1,326	+9%	+$61.8K	0.09%	202
2025 Q4	$660K	Buy	14,178 +31	+0.2%	+$1.45K	0.08%	223
2025 Q3	$661K	Buy	14,147 +8,224	+139%	+$380K	0.08%	229
2025 Q2	$274K	Buy	5,923 +2	+0%	+$91	0.04%	370
2025 Q1	$272K	Hold	5,921	–	–	0.04%	352
2024 Q4	$268K	Hold	5,921	–	–	0.04%	361
2024 Q3	$279K	Hold	5,921	–	–	0.04%	341
2024 Q2	$268K	Hold	5,921	–	–	0.04%	320
2024 Q1	$270K	Hold	5,921	–	–	0.05%	310
2023 Q4	$273K	Hold	5,921	–	–	0.05%	287
2023 Q3	$259K	Buy	+5,921	New	+$265K	0.06%	264

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Bay Colony Advisors's IUSB Position: Q2 2026 in Review

Bay Colony Advisors reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 62% in Q2 2026, selling an estimated $441K and leaving 5,943 shares worth $274K. The position accounts for 0.03% of the portfolio, ranked #397.

Bay Colony Advisors first reported a position in IUSB in Q3 2023 and has held it in 12 quarters since. The position peaked at $716K in Q1 2026. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Bay Colony Advisors held 5,943 shares of iShares Core Universal USD Bond ETF worth $274K as of Q2 2026.
Bay Colony Advisors sold 9,561 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $441K.
iShares Core Universal USD Bond ETF made up 0.03% of Bay Colony Advisors's portfolio in Q2 2026, its #397 holding.
Bay Colony Advisors first reported a position in iShares Core Universal USD Bond ETF in Q3 2023 and has held it in 12 quarters since.
Bay Colony Advisors's iShares Core Universal USD Bond ETF position peaked at $716K in Q1 2026.
855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.