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

Centerline Wealth 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 		$881K Sell
19,079
-60,987
-76% -$2.81M 0.28% 46
2026
Q1 		$3.7M Buy
+80,066
New +$3.73M 1.33% 23

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

Centerline Wealth Advisors's IUSB Position: Q2 2026 in Review

Centerline Wealth Advisors reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 76% in Q2 2026, selling an estimated $2.81M and leaving 19,079 shares worth $881K. The position accounts for 0.28% of the portfolio, ranked #46.

Centerline Wealth Advisors first reported a position in IUSB in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.7M in Q1 2026. 298 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Centerline Wealth Advisors held 19,079 shares of iShares Core Universal USD Bond ETF worth $881K as of Q2 2026.
  • Centerline Wealth Advisors sold 60,987 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $2.81M.
  • iShares Core Universal USD Bond ETF made up 0.28% of Centerline Wealth Advisors's portfolio in Q2 2026, its #46 holding.
  • Centerline Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Centerline Wealth Advisors's iShares Core Universal USD Bond ETF position peaked at $3.7M in Q1 2026.
  • 298 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Centerline Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.