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Cadia Private Client’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Cadia Private Client’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 		$569K Buy
12,323
+1
+0% +$46 0.41% 43
2026
Q1 		$569K Hold
12,322
– – 0.46% 36
2025
Q4 		$573K Buy
+12,322
New +$576K 0.46% 35

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

Cadia Private Client's IUSB Position: Q2 2026 in Review

Cadia Private Client increased its iShares Core Universal USD Bond ETF (IUSB) stake by 0.01% in Q2 2026, buying an estimated $46 and bringing the position to 12,323 shares worth $569K. The position accounts for 0.41% of the portfolio, ranked #43.

Cadia Private Client first reported a position in IUSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $573K in Q4 2025. 856 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Cadia Private Client held 12,323 shares of iShares Core Universal USD Bond ETF worth $569K as of Q2 2026.
  • Cadia Private Client bought 1 iShares Core Universal USD Bond ETF share in Q2 2026, an estimated $46.
  • iShares Core Universal USD Bond ETF made up 0.41% of Cadia Private Client's portfolio in Q2 2026, its #43 holding.
  • Cadia Private Client first reported a position in iShares Core Universal USD Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Cadia Private Client's iShares Core Universal USD Bond ETF position peaked at $573K in Q4 2025.
  • 856 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Cadia Private Client's 13F filing for Q2 2026, filed 11 Aug 2026.