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CVA Family Office’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

CVA Family Office’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 		$125K Buy
2,715
+40
+1% +$1.84K 0.01% 432
2026
Q1 		$124K Hold
2,675
– – 0.01% 408
2025
Q4 		$124K Buy
2,675
+627
+31% +$29.3K 0.01% 377
2025
Q3 		$95.7K Buy
2,048
+79
+4% +$3.65K 0.01% 426
2025
Q2 		$91K Hold
1,969
– – 0.01% 415
2025
Q1 		$90.7K Hold
1,969
– – 0.01% 406
2024
Q4 		$89K Hold
1,969
– – 0.01% 411
2024
Q3 		$92.8K Hold
1,969
– – 0.02% 386
2024
Q2 		$89K Hold
1,969
– – 0.02% 374
2024
Q1 		$89.8K Buy
+1,969
New +$89.6K 0.02% 379

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

CVA Family Office's IUSB Position: Q2 2026 in Review

CVA Family Office increased its iShares Core Universal USD Bond ETF (IUSB) stake by 1.5% in Q2 2026, buying an estimated $1.84K and bringing the position to 2,715 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #432.

CVA Family Office first reported a position in IUSB in Q1 2024 and has held it in 10 quarters since. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • CVA Family Office held 2,715 shares of iShares Core Universal USD Bond ETF worth $125K as of Q2 2026.
  • CVA Family Office bought 40 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $1.84K.
  • iShares Core Universal USD Bond ETF made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #432 holding.
  • CVA Family Office first reported a position in iShares Core Universal USD Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.