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CFS Investment Advisory Services’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

CFS Investment Advisory Services’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 		$22.1M Buy
480,540
+110,403
+30% +$5.09M 1.47% 13
2026
Q1 		$17.2M Sell
370,137
-70
-0% -$3.26K 1.19% 21
2025
Q4 		$17.2M Sell
370,207
-6,134
-2% -$287K 1.26% 21
2025
Q3 		$17.7M Sell
376,341
-41,328
-10% -$1.91M 1.32% 19
2025
Q2 		$19.3M Sell
417,669
-84,213
-17% -$3.84M 1.58% 15
2025
Q1 		$23.1M Sell
501,882
-9,541
-2% -$435K 2.06% 8
2024
Q4 		$23.1M Sell
511,423
-128,471
-20% -$5.9M 2.07% 8
2024
Q3 		$30.2M Buy
639,894
+106,663
+20% +$4.95M 2.53% 8
2024
Q2 		$24.1M Sell
533,231
-29,756
-5% -$1.34M 1.96% 12
2024
Q1 		$25.7M Buy
562,987
+221,401
+65% +$10.1M 4.32% 4
2023
Q4 		$15.7M Sell
341,586
-43,537
-11% -$1.92M 2.83% 7
2023
Q3 		$16.8M Buy
385,123
+58,512
+18% +$2.62M 2.68% 7
2023
Q2 		$14.9M Sell
326,611
-14,771
-4% -$676K 1.9% 11
2023
Q1 		$15.8M Sell
341,382
-4,876
-1% -$223K 2.87% 7
2022
Q4 		$15.6M Sell
346,258
-13,373,403
-97% -$598M 3.53% 5
2022
Q3 		$13.7M Buy
13,719,661
+13,431,602
+4,663% +$627M 3.16% 6
2022
Q2 		$13.5M Sell
288,059
-15,245,535
-98% -$724M 2.06% 8
2022
Q1 		$313K Buy
15,533,594
+15,219,674
+4,848% +$776M 1.36% 16
2021
Q4 		$16.3M Buy
313,920
+189,862
+153% +$10.1M 2.18% 9
2021
Q3 		$6.61M Buy
+124,058
New +$6.66M 0.91% 24

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
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

CFS Investment Advisory Services's IUSB Position: Q2 2026 in Review

CFS Investment Advisory Services increased its iShares Core Universal USD Bond ETF (IUSB) stake by 30% in Q2 2026, buying an estimated $5.09M and bringing the position to 480,540 shares worth $22.1M. The position accounts for 1.47% of the portfolio, ranked #13.

CFS Investment Advisory Services first reported a position in IUSB in Q3 2021 and has held it in 20 quarters since. The position peaked at $30.2M in Q3 2024. 224 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • CFS Investment Advisory Services held 480,540 shares of iShares Core Universal USD Bond ETF worth $22.1M as of Q2 2026.
  • CFS Investment Advisory Services bought 110,403 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $5.09M.
  • iShares Core Universal USD Bond ETF made up 1.47% of CFS Investment Advisory Services's portfolio in Q2 2026, its #13 holding.
  • CFS Investment Advisory Services first reported a position in iShares Core Universal USD Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • CFS Investment Advisory Services's iShares Core Universal USD Bond ETF position peaked at $30.2M in Q3 2024.
  • 224 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.