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 Q2	$813K	Buy	+17,687	New	+$816K	0.15%	65

Other funds holding IUSB

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

CV Advisors's IUSB Position: Q2 2026 in Review

CV Advisors opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q2 2026: 17,687 shares worth $813K. The stake represents 0.15% of the portfolio and ranks #65 among its holdings.

232 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

CV Advisors held 17,687 shares of iShares Core Universal USD Bond ETF worth $813K as of Q2 2026.
iShares Core Universal USD Bond ETF was a new CV Advisors position in Q2 2026.
iShares Core Universal USD Bond ETF made up 0.15% of CV Advisors's portfolio in Q2 2026, its #65 holding.
232 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on CV Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.