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Dynamic Advisor Solutions’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Dynamic Advisor Solutions’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 		$405K Sell
8,779
-4,007
-31% -$185K 0.01% 743
2026
Q1 		$591K Sell
12,786
-1,063
-8% -$49.5K 0.02% 595
2025
Q4 		$645K Sell
13,849
-1,403
-9% -$65.6K 0.02% 565
2025
Q3 		$712K Buy
15,252
+1,019
+7% +$47.1K 0.02% 539
2025
Q2 		$658K Sell
14,233
-7
-0% -$319 0.02% 545
2025
Q1 		$656K Sell
14,240
-1,049
-7% -$47.8K 0.02% 519
2024
Q4 		$691K Sell
15,289
-18,137
-54% -$832K 0.03% 381
2024
Q3 		$1.58M Buy
33,426
+3,273
+11% +$152K 0.05% 345
2024
Q2 		$1.36M Sell
30,153
-4,021
-12% -$181K 0.04% 379
2024
Q1 		$1.56M Sell
34,174
-20,645
-38% -$940K 0.05% 346
2023
Q4 		$2.5M Buy
54,819
+29,058
+113% +$1.28M 0.09% 252
2023
Q3 		$1.13M Sell
25,761
-4,762
-16% -$213K 0.05% 329
2023
Q2 		$1.39M Buy
30,523
+296
+1% +$13.5K 0.07% 278
2023
Q1 		$1.39M Buy
30,227
+17,625
+140% +$807K 0.08% 262
2022
Q4 		$566K Buy
12,602
+3,326
+36% +$149K 0.04% 408
2022
Q3 		$413K Sell
9,276
-3,835
-29% -$179K 0.03% 429
2022
Q2 		$614K Buy
13,111
+18
+0.1% +$855 0.05% 347
2022
Q1 		$650K Buy
13,093
+4,502
+52% +$229K 0.05% 372
2021
Q4 		$455K Sell
8,591
-7,566
-47% -$401K 0.03% 455
2021
Q3 		$860K Sell
16,157
-3,949
-20% -$212K 0.06% 324
2021
Q2 		$1.07M Buy
20,106
+10,628
+112% +$565K 0.09% 265
2021
Q1 		$500K Sell
9,478
-812
-8% -$43.5K 0.05% 386
2020
Q4 		$562K Buy
10,290
+771
+8% +$41.9K 0.05% 342
2020
Q3 		$518K Sell
9,519
-261
-3% -$14.3K 0.06% 306
2020
Q2 		$531K Buy
9,780
+1,317
+16% +$70.6K 0.07% 262
2020
Q1 		$444K Buy
8,463
+180
+2% +$9.45K 0.08% 260
2019
Q4 		$432K Buy
8,283
+1,135
+16% +$59.2K 0.06% 334
2019
Q3 		$375K Buy
7,148
+805
+13% +$41.9K 0.06% 330
2019
Q2 		$328K Sell
6,343
-431
-6% -$21.9K 0.05% 342
2019
Q1 		$343K Buy
6,774
+149
+2% +$7.42K 0.06% 280
2018
Q4 		$328K Sell
6,625
-543
-8% -$26.5K 0.07% 272
2018
Q3 		$352K Buy
7,168
+345
+5% +$17K 0.07% 269
2018
Q2 		$337K Buy
+6,823
New +$337K 0.08% 274

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

Dynamic Advisor Solutions's IUSB Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 31% in Q2 2026, selling an estimated $185K and leaving 8,779 shares worth $405K. The position accounts for 0.01% of the portfolio, ranked #743.

Dynamic Advisor Solutions first reported a position in IUSB in Q2 2018 and has held it in 33 quarters since. The position peaked at $2.5M in Q4 2023. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Dynamic Advisor Solutions held 8,779 shares of iShares Core Universal USD Bond ETF worth $405K as of Q2 2026.
  • Dynamic Advisor Solutions sold 4,007 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $185K.
  • iShares Core Universal USD Bond ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #743 holding.
  • Dynamic Advisor Solutions first reported a position in iShares Core Universal USD Bond ETF in Q2 2018 and has held it in 33 quarters since.
  • Dynamic Advisor Solutions's iShares Core Universal USD Bond ETF position peaked at $2.5M in Q4 2023.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.