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BOS Asset Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

BOS Asset 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 		$4.57M Buy
99,046
+16,291
+20% +$751K 1.06% 29
2026
Q1 		$3.82M Buy
82,755
+3,021
+4% +$141K 0.98% 30
2025
Q4 		$3.71M Sell
79,734
-85
-0.1% -$3.97K 0.99% 27
2025
Q3 		$3.73M Buy
79,819
+3,543
+5% +$164K 1.05% 26
2025
Q2 		$3.53M Sell
76,276
-19,083
-20% -$871K 1.13% 24
2025
Q1 		$4.39M Sell
95,359
-3,504
-4% -$160K 1.51% 17
2024
Q4 		$4.47M Buy
98,863
+32,655
+49% +$1.5M 1.6% 16
2024
Q3 		$3.12M Buy
66,208
+23,874
+56% +$1.11M 1.15% 21
2024
Q2 		$1.91M Buy
42,334
+20,015
+90% +$900K 0.88% 24
2024
Q1 		$1.02M Sell
22,319
-22,366
-50% -$1.02M 0.53% 41
2023
Q4 		$2.06M Buy
44,685
+15,481
+53% +$684K 1.41% 16
2023
Q3 		$1.28M Buy
+29,204
New +$1.31M 0.94% 26

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
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
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

BOS Asset Management's IUSB Position: Q2 2026 in Review

BOS Asset Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 20% in Q2 2026, buying an estimated $751K and bringing the position to 99,046 shares worth $4.57M. The position accounts for 1.06% of the portfolio, ranked #29.

BOS Asset Management first reported a position in IUSB in Q3 2023 and has held it in 12 quarters since. 217 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • BOS Asset Management held 99,046 shares of iShares Core Universal USD Bond ETF worth $4.57M as of Q2 2026.
  • BOS Asset Management bought 16,291 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $751K.
  • iShares Core Universal USD Bond ETF made up 1.06% of BOS Asset Management's portfolio in Q2 2026, its #29 holding.
  • BOS Asset Management first reported a position in iShares Core Universal USD Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 217 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on BOS Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.