Diversify Advisory Services’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$30.7M Buy
+673,999
New +$31.1M 0.51% 33
2026
Q1
Sell
-170,950
Closed -$7.97M 547
2025
Q4
$7.97M Buy
170,950
+10,967
+7% +$513K 0.25% 68
2025
Q3
$7.46M Buy
159,983
+16,301
+11% +$754K 0.25% 63
2025
Q2
$6.63M Sell
143,682
-44,439
-24% -$2.03M 0.25% 64
2025
Q1
$8.67M Sell
188,121
-45,236
-19% -$2.06M 0.54% 31
2024
Q4
$10.4M Sell
233,357
-9,724
-4% -$446K 0.58% 28
2024
Q3
$11.2M Sell
243,081
-31,236
-11% -$1.45M 0.6% 28
2024
Q2
$12.5M Buy
274,317
+23,069
+9% +$1.04M 0.68% 26
2024
Q1
$11.3M Buy
+251,248
New +$11.4M 0.67% 32

Other funds holding IUSB

Diversify Advisory Services's IUSB Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q2 2026: 673,999 shares worth $30.7M. The stake represents 0.51% of the portfolio and ranks #33 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in IUSB as recently as Q4 2025.

Diversify Advisory Services first reported a position in IUSB in Q1 2024 and has held it in 9 quarters since. 854 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Diversify Advisory Services held 673,999 shares of iShares Core Universal USD Bond ETF worth $30.7M as of Q2 2026.
  • iShares Core Universal USD Bond ETF was a new Diversify Advisory Services position in Q2 2026.
  • iShares Core Universal USD Bond ETF made up 0.51% of Diversify Advisory Services's portfolio in Q2 2026, its #33 holding.
  • Diversify Advisory Services first reported a position in iShares Core Universal USD Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • 854 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.