Cary Street Partners Investment Advisory’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Cary Street Partners Investment Advisory’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	$3.11M	Buy	67,480 +22,443	+50%	+$1.03M	0.63%	40
2026 Q1	$2.08M	Buy	45,037 +2,340	+5%	+$109K	0.53%	48
2025 Q4	$1.99M	Buy	42,697 +1,627	+4%	+$76.1K	0.54%	47
2025 Q3	$1.92M	Buy	41,070 +11,506	+39%	+$532K	0.8%	20
2025 Q2	$1.37M	Sell	29,564 -3,754	-11%	-$171K	0.66%	27
2025 Q1	$1.54M	Buy	33,318 +3,786	+13%	+$173K	0.89%	24
2024 Q4	$1.33M	Buy	+29,532	New	+$1.36M	0.88%	25
2023 Q4	–	Sell	-999	Closed	-$43.7K	–	1223
2023 Q3	$43.7K	Hold	999	–	–	﹤0.01%	906
2023 Q2	$45.4K	Buy	+999	New	+$45.7K	﹤0.01%	839
2020 Q4	–	Sell	-1,136	Closed	-$62K	–	614
2020 Q3	$62K	Buy	+1,136	New	+$62K	0.01%	454

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Cary Street Partners Investment Advisory's IUSB Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its iShares Core Universal USD Bond ETF (IUSB) stake by 50% in Q2 2026, buying an estimated $1.03M and bringing the position to 67,480 shares worth $3.11M. The position accounts for 0.63% of the portfolio, ranked #40.

Cary Street Partners Investment Advisory first reported a position in IUSB in Q3 2020 and has held it in 10 quarters since. 664 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Cary Street Partners Investment Advisory held 67,480 shares of iShares Core Universal USD Bond ETF worth $3.11M as of Q2 2026.
Cary Street Partners Investment Advisory bought 22,443 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $1.03M.
iShares Core Universal USD Bond ETF made up 0.63% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #40 holding.
Cary Street Partners Investment Advisory first reported a position in iShares Core Universal USD Bond ETF in Q3 2020 and has held it in 10 quarters since.
664 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.