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

Davidson Investment 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 		$565K Buy
12,237
+234
+2% +$10.8K 0.02% 100
2026
Q1 		$554K Buy
12,003
+171
+1% +$7.97K 0.02% 101
2025
Q4 		$551K Buy
11,832
+154
+1% +$7.2K 0.02% 103
2025
Q3 		$545K Hold
11,678
– – 0.02% 100
2025
Q2 		$540K Buy
11,678
+3,475
+42% +$159K 0.02% 97
2025
Q1 		$378K Sell
8,203
-14
-0.2% -$638 0.02% 102
2024
Q4 		$371K Buy
8,217
+160
+2% +$7.34K 0.02% 105
2024
Q3 		$380K Hold
8,057
– – 0.02% 99
2024
Q2 		$364K Sell
8,057
-290
-3% -$13K 0.02% 97
2024
Q1 		$381K Sell
8,347
-2,286
-21% -$104K 0.02% 102
2023
Q4 		$490K Sell
10,633
-149
-1% -$6.58K 0.03% 91
2023
Q3 		$471K Sell
10,782
-1,222
-10% -$54.6K 0.03% 96
2023
Q2 		$546K Sell
12,004
-19
-0.2% -$869 0.03% 90
2023
Q1 		$555K Sell
12,023
-314
-3% -$14.4K 0.04% 93
2022
Q4 		$554K Sell
12,337
-13,618
-52% -$609K 0.04% 84
2022
Q3 		$1.16M Buy
+25,955
New +$1.21M 0.1% 79

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

Davidson Investment Advisors's IUSB Position: Q2 2026 in Review

Davidson Investment Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 1.9% in Q2 2026, buying an estimated $10.8K and bringing the position to 12,237 shares worth $565K. The position accounts for 0.02% of the portfolio, ranked #100.

Davidson Investment Advisors first reported a position in IUSB in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.16M in Q3 2022. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Davidson Investment Advisors held 12,237 shares of iShares Core Universal USD Bond ETF worth $565K as of Q2 2026.
  • Davidson Investment Advisors bought 234 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $10.8K.
  • iShares Core Universal USD Bond ETF made up 0.02% of Davidson Investment Advisors's portfolio in Q2 2026, its #100 holding.
  • Davidson Investment Advisors first reported a position in iShares Core Universal USD Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Davidson Investment Advisors's iShares Core Universal USD Bond ETF position peaked at $1.16M in Q3 2022.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

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