CA
IUSB icon

Continuum Advisory’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Continuum Advisory’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 		$5.67M Buy
122,933
+20,107
+20% +$927K 0.46% 48
2026
Q1 		$4.75M Buy
102,826
+5,533
+6% +$258K 0.46% 52
2025
Q4 		$4.53M Buy
97,293
+23,930
+33% +$1.12M 0.45% 57
2025
Q3 		$3.43M Buy
73,363
+4,222
+6% +$195K 0.36% 73
2025
Q2 		$3.2M Buy
69,141
+334
+0.5% +$15.2K 0.38% 62
2025
Q1 		$3.17M Buy
68,807
+3,133
+5% +$143K 0.41% 58
2024
Q4 		$2.97M Buy
65,674
+3,387
+5% +$155K 0.38% 60
2024
Q3 		$2.84M Buy
62,287
+3,907
+7% +$181K 0.36% 64
2024
Q2 		$2.64M Buy
58,380
+3,957
+7% +$178K 0.38% 62
2024
Q1 		$2.45M Buy
54,423
+7,005
+15% +$319K 0.37% 68
2023
Q4 		$2.18M Buy
47,418
+32,067
+209% +$1.42M 0.31% 80
2023
Q3 		$671K Buy
15,351
+520
+4% +$23.2K 0.11% 227
2023
Q2 		$674K Sell
14,831
-504
-3% -$23.1K 0.11% 226
2023
Q1 		$708K Sell
15,335
-5,682
-27% -$260K 0.12% 203
2022
Q4 		$944K Buy
21,017
+8,697
+71% +$389K 0.17% 159
2022
Q3 		$548K Sell
12,320
-84
-0.7% -$3.92K 0.1% 223
2022
Q2 		$581K Buy
12,404
+91
+0.7% +$4.32K 0.11% 233
2022
Q1 		$586K Sell
12,313
-13,287
-52% -$677K 0.11% 220
2021
Q4 		$1.35M Buy
25,600
+13,351
+109% +$708K 0.3% 81
2021
Q3 		$652K Buy
12,249
+459
+4% +$24.7K 0.17% 128
2021
Q2 		$631K Buy
11,790
+6,508
+123% +$346K 0.2% 116
2021
Q1 		$281K Sell
5,282
-3,413
-39% -$183K 0.12% 142
2020
Q4 		$475K Buy
8,695
+790
+10% +$42.9K 0.22% 90
2020
Q3 		$429K Buy
7,905
+1,915
+32% +$105K 0.23% 87
2020
Q2 		$325K Buy
+5,990
New +$321K 0.2% 100
2018
Q2 		– Sell
-4,279
Closed -$214K – 152
2018
Q1 		$214K Buy
4,279
+312
+8% +$15.6K 0.18% 127
2017
Q4 		$202K Buy
+3,967
New +$202K 0.15% 163

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

Continuum Advisory's IUSB Position: Q2 2026 in Review

Continuum Advisory increased its iShares Core Universal USD Bond ETF (IUSB) stake by 20% in Q2 2026, buying an estimated $927K and bringing the position to 122,933 shares worth $5.67M. The position accounts for 0.46% of the portfolio, ranked #48.

Continuum Advisory first reported a position in IUSB in Q4 2017 and has held it in 27 quarters since. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Continuum Advisory held 122,933 shares of iShares Core Universal USD Bond ETF worth $5.67M as of Q2 2026.
  • Continuum Advisory bought 20,107 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $927K.
  • iShares Core Universal USD Bond ETF made up 0.46% of Continuum Advisory's portfolio in Q2 2026, its #48 holding.
  • Continuum Advisory first reported a position in iShares Core Universal USD Bond ETF in Q4 2017 and has held it in 27 quarters since.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.