CV Advisors
IUSB icon

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

CV 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
Q3 		– Sell
-17,687
Closed -$813K – 124
2026
Q2 		$813K Buy
+17,687
New +$816K 0.15% 65

Other funds holding IUSB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Mason & Associates (Virginia)
Mason & Associates (Virginia) Newport News, Virginia $486M AUM 6.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

CV Advisors's IUSB Position: Q3 2026 in Review

CV Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2026, closing a stake of 17,687 shares — an estimated $813K sold.

CV Advisors first reported a position in IUSB in Q2 2026 and held it in 1 quarter. The position peaked at $813K in Q2 2026. 533 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • CV Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2026 after selling out during the quarter.
  • CV Advisors sold 17,687 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $813K.
  • CV Advisors first reported a position in iShares Core Universal USD Bond ETF in Q2 2026 and held it in 1 quarter.
  • CV Advisors's iShares Core Universal USD Bond ETF position peaked at $813K in Q2 2026.
  • 533 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on CV Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.