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

Claro 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	$18.1M	Buy	392,139 +51,055	+15%	+$2.35M	1.9%	10
2026 Q1	$15.8M	Buy	341,084 +35,281	+12%	+$1.64M	1.9%	9
2025 Q4	$14.2M	Buy	305,803 +42,038	+16%	+$1.97M	1.94%	11
2025 Q3	$12.3M	Buy	263,765 +17,711	+7%	+$819K	1.8%	13
2025 Q2	$11.4M	Sell	246,054 -52,173	-17%	-$2.38M	1.88%	12
2025 Q1	$13.7M	Buy	298,227 +17,966	+6%	+$819K	1.84%	9
2024 Q4	$12.7M	Sell	280,261 -54,840	-16%	-$2.52M	1.71%	10
2024 Q3	$15.8M	Buy	335,101 +110,810	+49%	+$5.14M	2.04%	7
2024 Q2	$10.1M	Buy	224,291 +92,807	+71%	+$4.17M	1.58%	13
2024 Q1	$5.99M	Buy	131,484 +126,107	+2,345%	+$5.74M	1.04%	19
2023 Q4	$248K	Buy	+5,377	New	+$238K	0.05%	325
2023 Q2	–	Sell	-4,739	Closed	-$219K	–	388
2023 Q1	$219K	Buy	+4,739	New	+$217K	0.06%	304
2019 Q1	–	Sell	-140	Closed	-$7K	–	552
2018 Q4	$7K	Buy	+140	New	+$6.82K	0.01%	738

Other funds holding IUSB

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Claro Advisors's IUSB Position: Q2 2026 in Review

Claro Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 15% in Q2 2026, buying an estimated $2.35M and bringing the position to 392,139 shares worth $18.1M. The position accounts for 1.9% of the portfolio, ranked #10.

Claro Advisors first reported a position in IUSB in Q4 2018 and has held it in 13 quarters since. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Claro Advisors held 392,139 shares of iShares Core Universal USD Bond ETF worth $18.1M as of Q2 2026.
Claro Advisors bought 51,055 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $2.35M.
iShares Core Universal USD Bond ETF made up 1.9% of Claro Advisors's portfolio in Q2 2026, its #10 holding.
Claro Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2018 and has held it in 13 quarters since.
857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.