Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Cambridge Investment Research 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 		$94.8M Buy
2,054,359
+433,226
+27% +$20M 0.21% 83
2026
Q1 		$74.9M Buy
1,621,133
+122,737
+8% +$5.72M 0.19% 99
2025
Q4 		$69.7M Buy
1,498,396
+41,809
+3% +$1.95M 0.18% 101
2025
Q3 		$68M Sell
1,456,587
-92,730
-6% -$4.29M 0.19% 100
2025
Q2 		$71.6M Sell
1,549,317
-49,321
-3% -$2.25M 0.22% 77
2025
Q1 		$73.7M Buy
1,598,638
+123,909
+8% +$5.65M 0.25% 68
2024
Q4 		$66.7M Sell
1,474,729
-88,852
-6% -$4.08M 0.22% 77
2024
Q3 		$73.7M Buy
1,563,581
+212,237
+16% +$9.85M 0.25% 69
2024
Q2 		$61.1M Buy
1,351,344
+179,534
+15% +$8.07M 0.23% 80
2024
Q1 		$53.4M Buy
1,171,810
+293,488
+33% +$13.4M 0.21% 89
2023
Q4 		$40.5M Sell
878,322
-295,812
-25% -$13.1M 0.17% 103
2023
Q3 		$51.3M Buy
1,174,134
+62,736
+6% +$2.8M 0.24% 73
2023
Q2 		$50.5M Buy
1,111,398
+16,269
+1% +$744K 0.23% 80
2023
Q1 		$50.5M Buy
1,095,129
+231,233
+27% +$10.6M 0.25% 72
2022
Q4 		$38.8M Buy
863,896
+285,315
+49% +$12.8M 0.2% 96
2022
Q3 		$25.7M Buy
578,581
+160,937
+39% +$7.51M 0.15% 140
2022
Q2 		$19.6M Buy
417,644
+22,581
+6% +$1.07M 0.11% 199
2022
Q1 		$19.6M Buy
395,063
+108,924
+38% +$5.55M 0.09% 219
2021
Q4 		$15.1M Buy
286,139
+62,238
+28% +$3.3M 0.07% 268
2021
Q3 		$11.9M Buy
223,901
+81,522
+57% +$4.38M 0.06% 315
2021
Q2 		$7.62M Buy
142,379
+54,268
+62% +$2.88M 0.04% 462
2021
Q1 		$4.65M Sell
88,111
-15,148
-15% -$812K 0.03% 591
2020
Q4 		$5.64M Sell
103,259
-41,068
-28% -$2.23M 0.03% 484
2020
Q3 		$7.85M Buy
144,327
+23,585
+20% +$1.29M 0.05% 334
2020
Q2 		$6.56M Buy
120,742
+25,623
+27% +$1.37M 0.05% 353
2020
Q1 		$4.99M Buy
95,119
+43,859
+86% +$2.3M 0.05% 365
2019
Q4 		$2.67M Buy
51,260
+3,840
+8% +$200K 0.02% 665
2019
Q3 		$2.48M Sell
47,420
-4,715
-9% -$246K 0.02% 664
2019
Q2 		$2.69M Buy
52,135
+41,253
+379% +$2.09M 0.02% 604
2019
Q1 		$551K Sell
10,882
-32,149
-75% -$1.6M 0.01% 1421
2018
Q4 		$2.12M Buy
43,031
+32,647
+314% +$1.59M 0.02% 620
2018
Q3 		$510K Sell
10,384
-65
-0.6% -$3.21K ﹤0.01% 1430
2018
Q2 		$516K Buy
10,449
+574
+6% +$28.3K 0.01% 1382
2018
Q1 		$493K Buy
9,875
+2,558
+35% +$128K 0.01% 1362
2017
Q4 		$372K Buy
+7,317
New +$373K ﹤0.01% 1501

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

Cambridge Investment Research Advisors's IUSB Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 27% in Q2 2026, buying an estimated $20M and bringing the position to 2,054,359 shares worth $94.8M. The position accounts for 0.21% of the portfolio, ranked #83.

Cambridge Investment Research Advisors first reported a position in IUSB in Q4 2017 and has held it in 35 quarters since. 854 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Cambridge Investment Research Advisors held 2,054,359 shares of iShares Core Universal USD Bond ETF worth $94.8M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 433,226 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $20M.
  • iShares Core Universal USD Bond ETF made up 0.21% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #83 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2017 and has held it in 35 quarters since.
  • 854 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.