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Elevation Wealth Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Elevation Wealth Partners’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 		$35.9M Buy
777,144
+86,015
+12% +$3.97M 10.74% 1
2026
Q1 		$31.9M Buy
691,129
+20,074
+3% +$935K 11.44% 1
2025
Q4 		$31.2M Buy
671,055
+55,428
+9% +$2.59M 11.06% 1
2025
Q3 		$28.8M Buy
615,627
+14,614
+2% +$676K 10.36% 1
2025
Q2 		$27.8M Buy
601,013
+16,711
+3% +$763K 10.97% 1
2025
Q1 		$26.9M Buy
584,302
+15,991
+3% +$729K 11.64% 1
2024
Q4 		$25.7M Buy
568,311
+19,871
+4% +$912K 10.85% 1
2024
Q3 		$25.8M Buy
548,440
+8,455
+2% +$392K 11.09% 1
2024
Q2 		$24.4M Buy
539,985
+36,773
+7% +$1.65M 11.56% 1
2024
Q1 		$22.9M Buy
503,212
+59,988
+14% +$2.73M 11.46% 1
2023
Q4 		$19.4M Buy
443,224
+1,613
+0.4% +$71.3K 11.64% 1
2023
Q3 		$19.3M Buy
441,611
+39,245
+10% +$1.75M 16.67% 1
2023
Q2 		$18.9M Buy
402,366
+25,539
+7% +$1.17M 15.92% 1
2023
Q1 		$17.4M Buy
+376,827
New +$17.2M 15.92% 1

Other funds holding IUSB

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Elevation Wealth Partners's IUSB Position: Q2 2026 in Review

Elevation Wealth Partners increased its iShares Core Universal USD Bond ETF (IUSB) stake by 12% in Q2 2026, buying an estimated $3.97M and bringing the position to 777,144 shares worth $35.9M. The position accounts for 10.74% of the portfolio, ranked #1.

Elevation Wealth Partners first reported a position in IUSB in Q1 2023 and has held it in 14 quarters since. 357 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Elevation Wealth Partners held 777,144 shares of iShares Core Universal USD Bond ETF worth $35.9M as of Q2 2026.
  • Elevation Wealth Partners bought 86,015 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $3.97M.
  • iShares Core Universal USD Bond ETF made up 10.74% of Elevation Wealth Partners's portfolio in Q2 2026, its #1 holding.
  • Elevation Wealth Partners first reported a position in iShares Core Universal USD Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • 357 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.