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

Coppell Advisory Solutions’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	$4.61K	Buy	+505,473	New	+$23.3M	﹤0.01%	512
2026 Q1	–	Sell	-458,281	Closed	-$21.4M	–	192
2025 Q4	$21.4M	Buy	458,281 +55,448	+14%	+$2.59M	2.1%	10
2025 Q3	$18.8M	Buy	402,833 +71,190	+21%	+$3.29M	1.99%	10
2025 Q2	$15.3M	Buy	+331,643	New	+$15.1M	1.81%	11
2025 Q1	–	Sell	-3,014	Closed	-$136K	–	1094
2024 Q4	$136K	Sell	3,014 -520	-15%	-$23.9K	0.02%	355
2024 Q3	$167K	Buy	3,534 +924	+35%	+$42.9K	0.02%	316
2024 Q2	$118K	Buy	+2,610	New	+$117K	0.02%	346
2023 Q4	$1.1M	Buy	23,817 +23,749	+34,925%	+$1.05M	0.22%	106
2023 Q3	$3.04K	Sell	68 -621	-90%	-$27.8K	﹤0.01%	800
2023 Q2	$31.2K	Buy	+689	New	+$31.5K	0.01%	477
2023 Q1	–	Sell	-68	Closed	-$3.04K	–	653
2022 Q4	$3.04K	Buy	+68	New	+$3.04K	﹤0.01%	801

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

Coppell Advisory Solutions's IUSB Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q2 2026: 505,473 shares worth $4.61K. The stake represents ﹤0.01% of the portfolio and ranks #512 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in IUSB as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in IUSB in Q4 2022 and has held it in 11 quarters since. The position peaked at $21.4M in Q4 2025. 856 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Coppell Advisory Solutions held 505,473 shares of iShares Core Universal USD Bond ETF worth $4.61K as of Q2 2026.
iShares Core Universal USD Bond ETF was a new Coppell Advisory Solutions position in Q2 2026.
iShares Core Universal USD Bond ETF made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q2 2026, its #512 holding.
Coppell Advisory Solutions first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and has held it in 11 quarters since.
Coppell Advisory Solutions's iShares Core Universal USD Bond ETF position peaked at $21.4M in Q4 2025.
856 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.