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

Detalus 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 		$1.05M Sell
22,838
-636
-3% -$29.3K 0.21% 57
2026
Q1 		$1.08M Buy
23,474
+2,501
+12% +$117K 0.25% 56
2025
Q4 		$976K Buy
20,973
+112
+0.5% +$5.24K 0.24% 56
2025
Q3 		$974K Buy
20,861
+285
+1% +$13.2K 0.25% 55
2025
Q2 		$951K Sell
20,576
-124
-0.6% -$5.66K 0.28% 51
2025
Q1 		$954K Sell
20,700
-2,642
-11% -$120K 0.3% 48
2024
Q4 		$1.06M Sell
23,342
-5,195
-18% -$238K 0.35% 42
2024
Q3 		$1.34M Sell
28,537
-564
-2% -$26.2K 0.45% 34
2024
Q2 		$1.32M Buy
29,101
+160
+0.6% +$7.2K 0.45% 36
2024
Q1 		$1.32M Buy
28,941
+2,499
+9% +$114K 0.47% 37
2023
Q4 		$1.22M Buy
26,442
+19,627
+288% +$867K 0.49% 37
2023
Q3 		$298K Sell
6,815
-36,560
-84% -$1.63M 0.14% 99
2023
Q2 		$1.97M Buy
43,375
+443
+1% +$20.3K 0.88% 24
2023
Q1 		$1.98M Buy
42,932
+3,862
+10% +$177K 0.95% 23
2022
Q4 		$1.76M Buy
39,070
+15,445
+65% +$691K 0.86% 25
2022
Q3 		$1.05M Buy
+23,625
New +$1.1M 0.63% 31

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

Detalus Advisors's IUSB Position: Q2 2026 in Review

Detalus Advisors reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 2.7% in Q2 2026, selling an estimated $29.3K and leaving 22,838 shares worth $1.05M. The position accounts for 0.21% of the portfolio, ranked #57.

Detalus Advisors first reported a position in IUSB in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.98M in Q1 2023. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Detalus Advisors held 22,838 shares of iShares Core Universal USD Bond ETF worth $1.05M as of Q2 2026.
  • Detalus Advisors sold 636 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $29.3K.
  • iShares Core Universal USD Bond ETF made up 0.21% of Detalus Advisors's portfolio in Q2 2026, its #57 holding.
  • Detalus Advisors first reported a position in iShares Core Universal USD Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Detalus Advisors's iShares Core Universal USD Bond ETF position peaked at $1.98M in Q1 2023.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Detalus Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.