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

Crewe 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 		$22.8K Buy
493
+2
+0.4% +$92 ﹤0.01% 584
2026
Q1 		$22.7K Hold
491
– – ﹤0.01% 497
2025
Q4 		$22.9K Sell
491
-4,678
-91% -$219K ﹤0.01% 465
2025
Q3 		$241K Buy
5,169
+982
+23% +$45.4K 0.02% 187
2025
Q2 		$194K Buy
+4,187
New +$191K 0.03% 153
2024
Q4 		– Sell
-17
Closed -$802 – 726
2024
Q3 		$802 Hold
17
– – ﹤0.01% 649
2024
Q2 		$769 Buy
+17
New +$764 ﹤0.01% 900
2023
Q3 		– Sell
-295
Closed -$13.4K – 747
2023
Q2 		$13.4K Sell
295
-194
-40% -$8.88K ﹤0.01% 378
2023
Q1 		$22.6K Sell
489
-231
-32% -$10.6K ﹤0.01% 408
2022
Q4 		$32.4K Buy
720
+129
+22% +$5.77K 0.01% 351
2022
Q3 		$26K Buy
591
+194
+49% +$9.05K ﹤0.01% 415
2022
Q2 		$19K Buy
397
+83
+26% +$3.94K ﹤0.01% 432
2022
Q1 		$16K Buy
+314
New +$16K ﹤0.01% 317

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

Crewe Advisors's IUSB Position: Q2 2026 in Review

Crewe Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 0.41% in Q2 2026, buying an estimated $92 and bringing the position to 493 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

Crewe Advisors first reported a position in IUSB in Q1 2022 and has held it in 13 quarters since. The position peaked at $241K in Q3 2025. 854 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Crewe Advisors held 493 shares of iShares Core Universal USD Bond ETF worth $22.8K as of Q2 2026.
  • Crewe Advisors bought 2 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $92.
  • iShares Core Universal USD Bond ETF made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #584 holding.
  • Crewe Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2022 and has held it in 13 quarters since.
  • Crewe Advisors's iShares Core Universal USD Bond ETF position peaked at $241K in Q3 2025.
  • 854 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.