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

Bellwether 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 		$284K Hold
6,161
– – 0.04% 147
2026
Q1 		$285K Buy
6,161
+56
+0.9% +$2.61K 0.05% 136
2025
Q4 		$284K Sell
6,105
-1,426
-19% -$66.7K 0.05% 112
2025
Q3 		$352K Hold
7,531
– – 0.06% 109
2025
Q2 		$348K Sell
7,531
-187
-2% -$8.53K 0.06% 96
2025
Q1 		$356K Sell
7,718
-1,252
-14% -$57.1K 0.07% 95
2024
Q4 		$405K Sell
8,970
-178
-2% -$8.17K 0.07% 96
2024
Q3 		$431K Sell
9,148
-105
-1% -$4.87K 0.08% 90
2024
Q2 		$418K Sell
9,253
-834
-8% -$37.5K 0.09% 91
2024
Q1 		$460K Hold
10,087
– – 0.1% 94
2023
Q4 		$465K Sell
10,087
-376
-4% -$16.6K 0.11% 91
2023
Q3 		$457K Hold
10,463
– – 0.12% 88
2023
Q2 		$476K Sell
10,463
-809
-7% -$37K 0.14% 63
2023
Q1 		$520K Sell
11,272
-4,901
-30% -$224K 0.14% 91
2022
Q4 		$727K Sell
16,173
-7,716
-32% -$345K 0.21% 85
2022
Q3 		$1.06M Sell
23,889
-3,365
-12% -$157K 0.35% 55
2022
Q2 		$1.28M Sell
27,254
-6,075
-18% -$289K 0.41% 52
2022
Q1 		$1.65M Sell
33,329
-657
-2% -$33.5K 0.49% 43
2021
Q4 		$1.8M Sell
33,986
-13,211
-28% -$700K 0.56% 36
2021
Q3 		$2.51M Sell
47,197
-253
-0.5% -$13.6K 0.84% 24
2021
Q2 		$2.54M Sell
47,450
-1,021
-2% -$54.2K 0.88% 29
2021
Q1 		$2.56M Buy
48,471
+2,490
+5% +$133K 1.01% 29
2020
Q4 		$2.51M Buy
+45,981
New +$2.5M 1.1% 28

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

Bellwether Advisors's IUSB Position: Q2 2026 in Review

Bellwether Advisors held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q2 2026 at 6,161 shares worth $284K. The position accounts for 0.04% of the portfolio, ranked #147.

Bellwether Advisors first reported a position in IUSB in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.56M in Q1 2021. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Bellwether Advisors held 6,161 shares of iShares Core Universal USD Bond ETF worth $284K as of Q2 2026.
  • Bellwether Advisors left its iShares Core Universal USD Bond ETF share count unchanged in Q2 2026.
  • iShares Core Universal USD Bond ETF made up 0.04% of Bellwether Advisors's portfolio in Q2 2026, its #147 holding.
  • Bellwether Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Bellwether Advisors's iShares Core Universal USD Bond ETF position peaked at $2.56M in Q1 2021.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.