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Farrell Financial’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Farrell Financial’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 		$1.56M Buy
33,783
+5,211
+18% +$240K 0.84% 27
2026
Q1 		$1.32M Sell
28,572
-1,423
-5% -$66.3K 0.79% 29
2025
Q4 		$1.4M Buy
29,995
+1,917
+7% +$89.6K 0.82% 28
2025
Q3 		$1.31M Buy
28,078
+204
+0.7% +$9.44K 0.82% 26
2025
Q2 		$1.29M Buy
27,874
+1,855
+7% +$84.6K 0.86% 26
2025
Q1 		$1.2M Buy
26,019
+1,661
+7% +$75.7K 0.87% 26
2024
Q4 		$1.1M Sell
24,358
-792
-3% -$36.4K 0.79% 28
2024
Q3 		$1.15M Sell
25,150
-934
-4% -$43.3K 0.82% 26
2024
Q2 		$1.18M Buy
26,084
+2,069
+9% +$93K 0.92% 25
2024
Q1 		$1.09M Buy
24,015
+42
+0.2% +$1.91K 0.9% 28
2023
Q4 		$1.05M Buy
+23,973
New +$1.06M 1.05% 27

Other funds holding IUSB

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
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Farrell Financial's IUSB Position: Q2 2026 in Review

Farrell Financial increased its iShares Core Universal USD Bond ETF (IUSB) stake by 18% in Q2 2026, buying an estimated $240K and bringing the position to 33,783 shares worth $1.56M. The position accounts for 0.84% of the portfolio, ranked #27.

Farrell Financial first reported a position in IUSB in Q4 2023 and has held it in 11 quarters since. 164 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Farrell Financial held 33,783 shares of iShares Core Universal USD Bond ETF worth $1.56M as of Q2 2026.
  • Farrell Financial bought 5,211 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $240K.
  • iShares Core Universal USD Bond ETF made up 0.84% of Farrell Financial's portfolio in Q2 2026, its #27 holding.
  • Farrell Financial first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 164 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Farrell Financial's 13F filing for Q2 2026, filed 10 Jul 2026.