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Beacon Financial Advisory’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Beacon Financial Advisory’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
Q1 		$1.38M Buy
29,801
+1,181
+4% +$55K 0.31% 75
2025
Q4 		$1.33M Buy
28,620
+485
+2% +$22.7K 0.31% 79
2025
Q3 		$1.31M Sell
28,135
-5,451
-16% -$252K 0.3% 85
2025
Q2 		$1.55M Sell
33,586
-4,049
-11% -$185K 0.4% 54
2025
Q1 		$1.73M Buy
37,635
+2,531
+7% +$115K 0.53% 39
2024
Q4 		$1.59M Buy
35,104
+2,719
+8% +$125K 0.52% 42
2024
Q3 		$1.53M Buy
32,385
+5,041
+18% +$234K 0.52% 43
2024
Q2 		$1.24M Buy
27,344
+3,615
+15% +$163K 0.46% 52
2024
Q1 		$1.08M Buy
23,729
+9,542
+67% +$434K 0.53% 48
2023
Q4 		$654K Sell
14,187
-1,288
-8% -$56.9K 0.32% 95
2023
Q3 		$676K Buy
15,475
+1,391
+10% +$62.2K 0.37% 88
2023
Q2 		$640K Buy
14,084
+855
+6% +$39.1K 0.37% 88
2023
Q1 		$611K Buy
13,229
+342
+3% +$15.7K 0.39% 83
2022
Q4 		$579K Buy
12,887
+3,080
+31% +$138K 0.41% 75
2022
Q3 		$436K Buy
9,807
+334
+4% +$15.6K 0.31% 105
2022
Q2 		$444K Sell
9,473
-1,548
-14% -$73.6K 0.25% 132
2022
Q1 		$547K Buy
11,021
+602
+6% +$30.7K 0.26% 117
2021
Q4 		$551K Buy
10,419
+4,126
+66% +$219K 0.25% 120
2021
Q3 		$335K Buy
6,293
+1,381
+28% +$74.2K 0.17% 158
2021
Q2 		$263K Buy
+4,912
New +$261K 0.14% 181

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Beacon Financial Advisory's IUSB Position: Q1 2026 in Review

Beacon Financial Advisory increased its iShares Core Universal USD Bond ETF (IUSB) stake by 4.1% in Q1 2026, buying an estimated $55K and bringing the position to 29,801 shares worth $1.38M. The position accounts for 0.31% of the portfolio, ranked #75.

Beacon Financial Advisory first reported a position in IUSB in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.73M in Q1 2025. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Beacon Financial Advisory held 29,801 shares of iShares Core Universal USD Bond ETF worth $1.38M as of Q1 2026.
  • Beacon Financial Advisory bought 1,181 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $55K.
  • iShares Core Universal USD Bond ETF made up 0.31% of Beacon Financial Advisory's portfolio in Q1 2026, its #75 holding.
  • Beacon Financial Advisory first reported a position in iShares Core Universal USD Bond ETF in Q2 2021 and has held it in 20 quarters since.
  • Beacon Financial Advisory's iShares Core Universal USD Bond ETF position peaked at $1.73M in Q1 2025.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.