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

Concurrent Investment 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 		$28.1M Buy
608,522
+171,223
+39% +$7.9M 0.24% 76
2026
Q1 		$20.2M Buy
437,299
+96,768
+28% +$4.51M 0.22% 94
2025
Q4 		$15.8M Buy
340,531
+164,782
+94% +$7.7M 0.18% 120
2025
Q3 		$8.21M Buy
175,749
+80,496
+85% +$3.72M 0.14% 148
2025
Q2 		$4.4M Buy
95,253
+11,901
+14% +$543K 0.09% 245
2025
Q1 		$3.84M Sell
83,352
-745
-0.9% -$34K 0.09% 231
2024
Q4 		$3.8M Sell
84,097
-13,437
-14% -$617K 0.1% 202
2024
Q3 		$4.6M Buy
97,534
+10,578
+12% +$491K 0.14% 159
2024
Q2 		$3.93M Buy
86,956
+11,413
+15% +$513K 0.13% 167
2024
Q1 		$3.44M Buy
75,543
+31,828
+73% +$1.45M 0.14% 160
2023
Q4 		$2.01M Buy
+43,715
New +$1.93M 0.1% 227

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
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Concurrent Investment Advisors's IUSB Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 39% in Q2 2026, buying an estimated $7.9M and bringing the position to 608,522 shares worth $28.1M. The position accounts for 0.24% of the portfolio, ranked #76.

Concurrent Investment Advisors first reported a position in IUSB in Q4 2023 and has held it in 11 quarters since. 395 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Concurrent Investment Advisors held 608,522 shares of iShares Core Universal USD Bond ETF worth $28.1M as of Q2 2026.
  • Concurrent Investment Advisors bought 171,223 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $7.9M.
  • iShares Core Universal USD Bond ETF made up 0.24% of Concurrent Investment Advisors's portfolio in Q2 2026, its #76 holding.
  • Concurrent Investment Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 395 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.