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Centurion Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Centurion Wealth Management’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 		$7.12M Sell
154,257
-7,767
-5% -$358K 1.7% 12
2026
Q1 		$7.48M Buy
162,024
+2,961
+2% +$138K 1.69% 10
2025
Q4 		$7.4M Buy
159,063
+4,307
+3% +$201K 1.62% 11
2025
Q3 		$7.23M Sell
154,756
-14,539
-9% -$672K 1.65% 12
2025
Q2 		$7.83M Sell
169,295
-1,704
-1% -$77.8K 2.24% 9
2025
Q1 		$7.73M Hold
170,999
– – 2.42% 9
2024
Q4 		$7.73M Sell
170,999
-104,716
-38% -$4.81M 2.42% 9
2024
Q3 		$13M Buy
+275,715
New +$12.8M 4.15% 5
2024
Q1 		$12M Buy
262,860
+66,746
+34% +$3.04M 4.72% 6
2023
Q4 		$9.03M Sell
196,114
-5,763
-3% -$255K 3.86% 7
2023
Q3 		$8.83M Sell
201,877
-2,973
-1% -$133K 4.32% 6
2023
Q2 		$9.31M Buy
204,850
+64
+0% +$2.93K 4.49% 5
2023
Q1 		$9.45M Buy
204,786
+37,634
+23% +$1.72M 4.78% 5
2022
Q4 		$7.51M Buy
+167,152
New +$7.48M 4.24% 5

Other funds holding IUSB

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
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
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Centurion Wealth Management's IUSB Position: Q2 2026 in Review

Centurion Wealth Management reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 4.8% in Q2 2026, selling an estimated $358K and leaving 154,257 shares worth $7.12M. The position accounts for 1.7% of the portfolio, ranked #12.

Centurion Wealth Management first reported a position in IUSB in Q4 2022 and has held it in 14 quarters since. The position peaked at $13M in Q3 2024. 164 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Centurion Wealth Management held 154,257 shares of iShares Core Universal USD Bond ETF worth $7.12M as of Q2 2026.
  • Centurion Wealth Management sold 7,767 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $358K.
  • iShares Core Universal USD Bond ETF made up 1.7% of Centurion Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Centurion Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Centurion Wealth Management's iShares Core Universal USD Bond ETF position peaked at $13M in Q3 2024.
  • 164 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.