Cetera Investment Advisers
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Cetera Investment Advisers’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Cetera Investment Advisers’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 		$616M Buy
13,337,519
+3,294,506
+33% +$152M 0.56% 25
2026
Q1 		$464M Buy
10,043,013
+520,120
+5% +$24.2M 0.49% 29
2025
Q4 		$443M Buy
9,522,893
+439,306
+5% +$20.5M 0.48% 33
2025
Q3 		$424M Buy
9,083,587
+376,849
+4% +$17.4M 0.49% 31
2025
Q2 		$403M Sell
8,706,738
-771,085
-8% -$35.2M 0.68% 18
2025
Q1 		$437M Sell
9,477,823
-959,305
-9% -$43.7M 0.85% 12
2024
Q4 		$472M Sell
10,437,128
-335,179
-3% -$15.4M 0.99% 10
2024
Q3 		$508M Buy
10,772,307
+1,808,549
+20% +$83.9M 1.11% 10
2024
Q2 		$405M Buy
8,963,758
+310,052
+4% +$13.9M 0.93% 11
2024
Q1 		$395M Buy
8,653,706
+4,890,264
+130% +$223M 0.93% 11
2023
Q4 		$173M Sell
3,763,442
-25,089
-0.7% -$1.11M 1.41% 8
2023
Q3 		$166M Sell
3,788,531
-511,767
-12% -$22.9M 1.43% 5
2023
Q2 		$196M Buy
4,300,298
+13,687
+0.3% +$626K 1.64% 5
2023
Q1 		$198M Buy
4,286,611
+865,384
+25% +$39.6M 1.73% 5
2022
Q4 		$154M Buy
3,421,227
+2,921,893
+585% +$131M 1.42% 8
2022
Q3 		$22.2M Buy
499,334
+236,587
+90% +$11M 0.44% 36
2022
Q2 		$12.3M Sell
262,747
-132,376
-34% -$6.29M 0.2% 102
2022
Q1 		$19.6M Buy
395,123
+99,607
+34% +$5.08M 0.28% 69
2021
Q4 		$15.6M Buy
295,516
+8,210
+3% +$435K 0.22% 94
2021
Q3 		$15.3M Buy
287,306
+39,393
+16% +$2.12M 0.24% 86
2021
Q2 		$13.3M Buy
247,913
+162,253
+189% +$8.62M 0.21% 107
2021
Q1 		$4.52M Buy
85,660
+73,264
+591% +$3.93M 0.09% 248
2020
Q4 		$677K Buy
12,396
+4,616
+59% +$251K 0.01% 831
2020
Q3 		$423K Buy
7,780
+1,488
+24% +$81.3K 0.03% 416
2020
Q2 		$342K Buy
+6,292
New +$337K 0.03% 444
2016
Q2 		– Sell
-4,500
Closed -$229K – 304
2016
Q1 		$229K Buy
+4,500
New +$226K 0.1% 237

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

Cetera Investment Advisers's IUSB Position: Q2 2026 in Review

Cetera Investment Advisers increased its iShares Core Universal USD Bond ETF (IUSB) stake by 33% in Q2 2026, buying an estimated $152M and bringing the position to 13,337,519 shares worth $616M. The position accounts for 0.56% of the portfolio, ranked #25.

Cetera Investment Advisers first reported a position in IUSB in Q1 2016 and has held it in 26 quarters since. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Cetera Investment Advisers held 13,337,519 shares of iShares Core Universal USD Bond ETF worth $616M as of Q2 2026.
  • Cetera Investment Advisers bought 3,294,506 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $152M.
  • iShares Core Universal USD Bond ETF made up 0.56% of Cetera Investment Advisers's portfolio in Q2 2026, its #25 holding.
  • Cetera Investment Advisers first reported a position in iShares Core Universal USD Bond ETF in Q1 2016 and has held it in 26 quarters since.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.