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

Farther Finance 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 		$120M Buy
2,594,856
+430,662
+20% +$19.9M 0.94% 15
2026
Q1 		$99.7M Buy
2,164,194
+460,804
+27% +$21.5M 0.94% 14
2025
Q4 		$79.3M Buy
1,703,390
+165,889
+11% +$7.75M 0.85% 16
2025
Q3 		$71.8M Sell
1,537,501
-951,260
-38% -$44M 1.08% 11
2025
Q2 		$115M Buy
2,488,761
+467,506
+23% +$21.3M 2.3% 5
2025
Q1 		$93.1M Buy
2,021,255
+340,517
+20% +$15.5M 2.37% 4
2024
Q4 		$76M Buy
1,680,738
+155,008
+10% +$7.11M 2.75% 3
2024
Q3 		$71.9M Buy
1,525,730
+429,499
+39% +$19.9M 2.7% 5
2024
Q2 		$49.1M Buy
1,096,231
+197,998
+22% +$8.9M 2.38% 5
2024
Q1 		$40.5M Buy
898,233
+299,244
+50% +$13.6M 2.47% 4
2023
Q4 		$27.6M Buy
598,989
+187,526
+46% +$8.29M 1.99% 7
2023
Q3 		$18M Buy
411,463
+118,930
+41% +$5.32M 2.82% 3
2023
Q2 		$13.3M Buy
292,533
+114,952
+65% +$5.26M 2.91% 3
2023
Q1 		$8.2M Buy
177,581
+82,382
+87% +$3.77M 2.4% 4
2022
Q4 		$4.28M Buy
+95,199
New +$4.26M 1.66% 8

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

Farther Finance Advisors's IUSB Position: Q2 2026 in Review

Farther Finance Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 20% in Q2 2026, buying an estimated $19.9M and bringing the position to 2,594,856 shares worth $120M. The position accounts for 0.94% of the portfolio, ranked #15.

Farther Finance Advisors first reported a position in IUSB in Q4 2022 and has held it in 15 quarters since. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Farther Finance Advisors held 2,594,856 shares of iShares Core Universal USD Bond ETF worth $120M as of Q2 2026.
  • Farther Finance Advisors bought 430,662 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $19.9M.
  • iShares Core Universal USD Bond ETF made up 0.94% of Farther Finance Advisors's portfolio in Q2 2026, its #15 holding.
  • Farther Finance Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.