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Cypress Wealth Services’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Cypress Wealth Services’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 		$9.81M Buy
212,533
+45,747
+27% +$2.11M 1.2% 15
2026
Q1 		$7.7M Buy
166,786
+16,028
+11% +$747K 1.09% 21
2025
Q4 		$7.02M Buy
150,758
+8,799
+6% +$411K 0.97% 24
2025
Q3 		$6.63M Sell
141,959
-21,000
-13% -$971K 1.09% 22
2025
Q2 		$7.53M Sell
162,959
-8,845
-5% -$404K 1.35% 17
2025
Q1 		$7.92M Sell
171,804
-12,978
-7% -$591K 1.61% 13
2024
Q4 		$8.35M Sell
184,782
-24,309
-12% -$1.12M 1.68% 11
2024
Q3 		$9.85M Buy
209,091
+22,370
+12% +$1.04M 2.04% 10
2024
Q2 		$8.44M Sell
186,721
-16,431
-8% -$739K 1.88% 10
2024
Q1 		$9.26M Buy
203,152
+47,549
+31% +$2.16M 2.16% 7
2023
Q4 		$7.17M Sell
155,603
-72,929
-32% -$3.22M 1.79% 12
2023
Q3 		$9.99M Sell
228,532
-5,042
-2% -$225K 2.77% 5
2023
Q2 		$10.6M Buy
233,574
+1,382
+0.6% +$63.2K 2.79% 7
2023
Q1 		$10.7M Buy
232,192
+52,264
+29% +$2.39M 3.14% 4
2022
Q4 		$8.08M Buy
179,928
+21,256
+13% +$951K 2.6% 4
2022
Q3 		$7.02M Sell
158,672
-16,474
-9% -$769K 2.39% 4
2022
Q2 		$8.2M Sell
175,146
-20,252
-10% -$962K 2.62% 4
2022
Q1 		$9.7M Buy
195,398
+74,635
+62% +$3.8M 2.64% 4
2021
Q4 		$6.39M Buy
120,763
+20,797
+21% +$1.1M 1.75% 12
2021
Q3 		$5.32M Buy
99,966
+32,511
+48% +$1.75M 1.59% 17
2021
Q2 		$3.61M Sell
67,455
-34,911
-34% -$1.85M 0.99% 27
2021
Q1 		$5.4M Buy
+102,366
New +$5.49M 1.13% 23

Other funds holding IUSB

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Cypress Wealth Services's IUSB Position: Q2 2026 in Review

Cypress Wealth Services increased its iShares Core Universal USD Bond ETF (IUSB) stake by 27% in Q2 2026, buying an estimated $2.11M and bringing the position to 212,533 shares worth $9.81M. The position accounts for 1.2% of the portfolio, ranked #15.

Cypress Wealth Services first reported a position in IUSB in Q1 2021 and has held it in 22 quarters since. The position peaked at $10.7M in Q1 2023. 217 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Cypress Wealth Services held 212,533 shares of iShares Core Universal USD Bond ETF worth $9.81M as of Q2 2026.
  • Cypress Wealth Services bought 45,747 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $2.11M.
  • iShares Core Universal USD Bond ETF made up 1.2% of Cypress Wealth Services's portfolio in Q2 2026, its #15 holding.
  • Cypress Wealth Services first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Cypress Wealth Services's iShares Core Universal USD Bond ETF position peaked at $10.7M in Q1 2023.
  • 217 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.