CA
IUSB icon

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

Clearstead 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 		$1.5M Sell
32,545
-1,236
-4% -$57K 0.01% 442
2026
Q1 		$1.56M Sell
33,781
-3,063
-8% -$143K 0.01% 415
2025
Q4 		$1.71M Buy
36,844
+1,059
+3% +$49.5K 0.02% 358
2025
Q3 		$1.67M Sell
35,785
-691
-2% -$32K 0.02% 353
2025
Q2 		$1.69M Buy
36,476
+4,814
+15% +$220K 0.02% 349
2025
Q1 		$1.46M Buy
31,662
+4,986
+19% +$227K 0.02% 348
2024
Q4 		$1.21M Sell
26,676
-562
-2% -$25.8K 0.02% 372
2024
Q3 		$1.28M Sell
27,238
-973
-3% -$45.2K 0.02% 375
2024
Q2 		$1.28M Buy
+28,211
New +$1.27M 0.02% 347
2021
Q1 		– Sell
-323
Closed -$18K – 1147
2020
Q4 		$18K Hold
323
– – ﹤0.01% 645
2020
Q3 		$18K Hold
323
– – ﹤0.01% 600
2020
Q2 		$18K Hold
323
– – ﹤0.01% 537
2020
Q1 		$17K Buy
+323
New +$17K ﹤0.01% 519

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

Clearstead Advisors's IUSB Position: Q2 2026 in Review

Clearstead Advisors reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 3.7% in Q2 2026, selling an estimated $57K and leaving 32,545 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #442.

Clearstead Advisors first reported a position in IUSB in Q1 2020 and has held it in 13 quarters since. The position peaked at $1.71M in Q4 2025. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Clearstead Advisors held 32,545 shares of iShares Core Universal USD Bond ETF worth $1.5M as of Q2 2026.
  • Clearstead Advisors sold 1,236 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $57K.
  • iShares Core Universal USD Bond ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #442 holding.
  • Clearstead Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2020 and has held it in 13 quarters since.
  • Clearstead Advisors's iShares Core Universal USD Bond ETF position peaked at $1.71M in Q4 2025.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.