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

Cahill Financial 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 		$1.09M Buy
23,564
+737
+3% +$34K 0.1% 127
2026
Q1 		$1.05M Buy
22,827
+24
+0.1% +$1.12K 0.11% 127
2025
Q4 		$1.06M Buy
22,803
+171
+0.8% +$7.99K 0.12% 120
2025
Q3 		$1.06M Sell
22,632
-151
-0.7% -$6.98K 0.12% 121
2025
Q2 		$1.05M Buy
22,783
+1,183
+5% +$54K 0.13% 113
2025
Q1 		$995K Buy
21,600
+588
+3% +$26.8K 0.14% 113
2024
Q4 		$950K Buy
21,012
+34
+0.2% +$1.56K 0.13% 121
2024
Q3 		$989K Buy
20,978
+452
+2% +$21K 0.14% 113
2024
Q2 		$928K Buy
20,526
+2,166
+12% +$97.4K 0.13% 128
2024
Q1 		$837K Buy
18,360
+1,316
+8% +$59.9K 0.11% 137
2023
Q4 		$785K Buy
17,044
+10,364
+155% +$458K 0.12% 135
2023
Q3 		$292K Hold
6,680
– – 0.05% 197
2023
Q2 		$304K Hold
6,680
– – 0.05% 194
2023
Q1 		$308K Buy
6,680
+487
+8% +$22.3K 0.05% 191
2022
Q4 		$278K Sell
6,193
-16,292
-72% -$729K 0.05% 194
2022
Q3 		$1M Buy
22,485
+130
+0.6% +$6.07K 0.21% 108
2022
Q2 		$1.05M Hold
22,355
– – 0.22% 101
2022
Q1 		$1.11M Hold
22,355
– – 0.21% 104
2021
Q4 		$1.18M Hold
22,355
– – 0.23% 96
2021
Q3 		$1.19M Buy
+22,355
New +$1.2M 0.24% 92

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cahill Financial Advisors's IUSB Position: Q2 2026 in Review

Cahill Financial Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 3.2% in Q2 2026, buying an estimated $34K and bringing the position to 23,564 shares worth $1.09M. The position accounts for 0.1% of the portfolio, ranked #127.

Cahill Financial Advisors first reported a position in IUSB in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.19M in Q3 2021. 688 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Cahill Financial Advisors held 23,564 shares of iShares Core Universal USD Bond ETF worth $1.09M as of Q2 2026.
  • Cahill Financial Advisors bought 737 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $34K.
  • iShares Core Universal USD Bond ETF made up 0.1% of Cahill Financial Advisors's portfolio in Q2 2026, its #127 holding.
  • Cahill Financial Advisors first reported a position in iShares Core Universal USD Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • Cahill Financial Advisors's iShares Core Universal USD Bond ETF position peaked at $1.19M in Q3 2021.
  • 688 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.