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

Davis Wealth 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	$8.41M	Buy	182,131 +32,908	+22%	+$1.52M	6.5%	2
2026 Q1	$6.89M	Buy	149,223 +5,926	+4%	+$276K	5.73%	2
2025 Q4	$6.67M	Buy	143,297 +167	+0.1%	+$7.81K	5.55%	3
2025 Q3	$6.69M	Sell	143,130 -4,585	-3%	-$212K	6%	2
2025 Q2	$6.83M	Sell	147,715 -4,358	-3%	-$199K	7.25%	2
2025 Q1	$7.01M	Buy	152,073 +14,288	+10%	+$651K	7.92%	2
2024 Q4	$6.23M	Buy	+137,785	New	+$6.32M	6.85%	2

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Davis Wealth Advisors's IUSB Position: Q2 2026 in Review

Davis Wealth Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 22% in Q2 2026, buying an estimated $1.52M and bringing the position to 182,131 shares worth $8.41M. The position accounts for 6.5% of the portfolio, ranked #2.

Davis Wealth Advisors first reported a position in IUSB in Q4 2024 and has held it in 7 quarters since. 861 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Davis Wealth Advisors held 182,131 shares of iShares Core Universal USD Bond ETF worth $8.41M as of Q2 2026.
Davis Wealth Advisors bought 32,908 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $1.52M.
iShares Core Universal USD Bond ETF made up 6.5% of Davis Wealth Advisors's portfolio in Q2 2026, its #2 holding.
Davis Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 7 quarters since.
861 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Davis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.