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

Bravera 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 		$68.4K Hold
1,483
– – 0.03% 166
2026
Q1 		$68.5K Hold
1,483
– – 0.03% 173
2025
Q4 		$69K Buy
+1,483
New +$69.3K 0.03% 160

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

Bravera Wealth's IUSB Position: Q2 2026 in Review

Bravera Wealth held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q2 2026 at 1,483 shares worth $68.4K. The position accounts for 0.03% of the portfolio, ranked #166.

Bravera Wealth first reported a position in IUSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $69K in Q4 2025. 299 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Bravera Wealth held 1,483 shares of iShares Core Universal USD Bond ETF worth $68.4K as of Q2 2026.
  • Bravera Wealth left its iShares Core Universal USD Bond ETF share count unchanged in Q2 2026.
  • iShares Core Universal USD Bond ETF made up 0.03% of Bravera Wealth's portfolio in Q2 2026, its #166 holding.
  • Bravera Wealth first reported a position in iShares Core Universal USD Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Bravera Wealth's iShares Core Universal USD Bond ETF position peaked at $69K in Q4 2025.
  • 299 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.