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Client 1st Advisory Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Client 1st Advisory Group’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 		$10.7M Buy
230,945
+6,937
+3% +$320K 2.78% 9
2026
Q1 		$10.3M Buy
224,008
+16,407
+8% +$765K 3.14% 8
2025
Q4 		$9.66M Buy
207,601
+30,268
+17% +$1.41M 3.02% 7
2025
Q3 		$8.28M Buy
177,333
+4,845
+3% +$224K 2.74% 8
2025
Q2 		$7.97M Buy
172,488
+5,619
+3% +$256K 2.89% 7
2025
Q1 		$7.69M Sell
166,869
-6,683
-4% -$305K 2.99% 7
2024
Q4 		$7.84M Buy
173,552
+30,234
+21% +$1.39M 3.02% 7
2024
Q3 		$6.75M Buy
143,318
+13,229
+10% +$614K 2.68% 7
2024
Q2 		$5.88M Buy
130,089
+7,465
+6% +$336K 2.53% 8
2024
Q1 		$5.59M Buy
122,624
+9,624
+9% +$438K 2.51% 9
2023
Q4 		$5.21M Sell
113,000
-37,107
-25% -$1.64M 2.53% 10
2023
Q3 		$6.56M Sell
150,107
-26,444
-15% -$1.18M 3.47% 8
2023
Q2 		$8.03M Sell
176,551
-12,053
-6% -$552K 4.23% 7
2023
Q1 		$8.7M Buy
188,604
+21,977
+13% +$1.01M 4.72% 7
2022
Q4 		$7.49M Sell
166,627
-165
-0.1% -$7.38K 4.38% 6
2022
Q3 		$7.42M Sell
166,792
-1,531
-0.9% -$71.4K 4.62% 6
2022
Q2 		$7.88M Sell
168,323
-2,556
-1% -$121K 4.69% 6
2022
Q1 		$8.48M Buy
170,879
+25,647
+18% +$1.31M 4.14% 7
2021
Q4 		$7.69M Buy
145,232
+25,525
+21% +$1.35M 3.75% 8
2021
Q3 		$6.37M Buy
119,707
+36,707
+44% +$1.97M 3.25% 11
2021
Q2 		$4.44M Buy
+83,000
New +$4.41M 2.3% 11

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

Client 1st Advisory Group's IUSB Position: Q2 2026 in Review

Client 1st Advisory Group increased its iShares Core Universal USD Bond ETF (IUSB) stake by 3.1% in Q2 2026, buying an estimated $320K and bringing the position to 230,945 shares worth $10.7M. The position accounts for 2.78% of the portfolio, ranked #9.

Client 1st Advisory Group first reported a position in IUSB in Q2 2021 and has held it in 21 quarters since. 187 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Client 1st Advisory Group held 230,945 shares of iShares Core Universal USD Bond ETF worth $10.7M as of Q2 2026.
  • Client 1st Advisory Group bought 6,937 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $320K.
  • iShares Core Universal USD Bond ETF made up 2.78% of Client 1st Advisory Group's portfolio in Q2 2026, its #9 holding.
  • Client 1st Advisory Group first reported a position in iShares Core Universal USD Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • 187 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.