Cornerstone Advisors Asset Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Cornerstone Advisors Asset Management’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	$2.65M	Sell	57,342 -4,338	-7%	-$200K	0.35%	51
2026 Q1	$2.85M	Hold	61,680	–	–	0.44%	46
2025 Q4	$2.87M	Buy	61,680 +865	+1%	+$40.4K	0.47%	44
2025 Q3	$2.84M	Buy	60,815 +38,975	+178%	+$1.8M	0.5%	40
2025 Q2	$1.01M	Buy	21,840 +1,895	+10%	+$86.5K	0.19%	58
2025 Q1	$919K	Sell	19,945 -2,066	-9%	-$94.2K	0.19%	64
2024 Q4	$995K	Hold	22,011	–	–	0.22%	59
2024 Q3	$1.04M	Hold	22,011	–	–	0.23%	55
2024 Q2	$995K	Hold	22,011	–	–	0.28%	52
2024 Q1	$1M	Buy	22,011 +2,856	+15%	+$130K	0.35%	47
2023 Q4	$882K	Hold	19,155	–	–	0.33%	48
2023 Q3	$837K	Sell	19,155 -23	-0.1%	-$1.03K	0.33%	48
2023 Q2	$872K	Hold	19,178	–	–	0.38%	43
2023 Q1	$885K	Buy	19,178 +1,168	+6%	+$53.5K	0.43%	41
2022 Q4	$809K	Buy	18,010 +9,801	+119%	+$438K	0.43%	44
2022 Q3	$365K	Hold	8,209	–	–	0.28%	47
2022 Q2	$384K	Hold	8,209	–	–	0.27%	51
2022 Q1	$407K	Hold	8,209	–	–	0.28%	50
2021 Q4	$435K	Buy	+8,209	New	+$435K	0.33%	44

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

Cornerstone Advisors Asset Management's IUSB Position: Q2 2026 in Review

Cornerstone Advisors Asset Management reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 7% in Q2 2026, selling an estimated $200K and leaving 57,342 shares worth $2.65M. The position accounts for 0.35% of the portfolio, ranked #51.

Cornerstone Advisors Asset Management first reported a position in IUSB in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.87M in Q4 2025. 859 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Cornerstone Advisors Asset Management held 57,342 shares of iShares Core Universal USD Bond ETF worth $2.65M as of Q2 2026.
Cornerstone Advisors Asset Management sold 4,338 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $200K.
iShares Core Universal USD Bond ETF made up 0.35% of Cornerstone Advisors Asset Management's portfolio in Q2 2026, its #51 holding.
Cornerstone Advisors Asset Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and has held it in 19 quarters since.
Cornerstone Advisors Asset Management's iShares Core Universal USD Bond ETF position peaked at $2.87M in Q4 2025.
859 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Cornerstone Advisors Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.