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Fedenia Advisers’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Fedenia Advisers’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 		$11.5M Sell
248,945
-18,526
-7% -$854K 2.73% 7
2026
Q1 		$12.4M Buy
267,471
+61,395
+30% +$2.86M 9.17% 2
2025
Q4 		$9.59M Buy
206,076
+21,940
+12% +$1.03M 3.68% 5
2025
Q3 		$8.6M Sell
184,136
-7,514
-4% -$348K 3.42% 6
2025
Q2 		$8.86M Sell
191,650
-53,486
-22% -$2.44M 4.19% 6
2025
Q1 		$11.3M Sell
245,136
-13,230
-5% -$603K 7.34% 3
2024
Q4 		$11.7M Buy
+258,366
New +$11.9M 6.85% 2

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
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 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

Fedenia Advisers's IUSB Position: Q2 2026 in Review

Fedenia Advisers reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 6.9% in Q2 2026, selling an estimated $854K and leaving 248,945 shares worth $11.5M. The position accounts for 2.73% of the portfolio, ranked #7.

Fedenia Advisers first reported a position in IUSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.4M in Q1 2026. 298 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Fedenia Advisers held 248,945 shares of iShares Core Universal USD Bond ETF worth $11.5M as of Q2 2026.
  • Fedenia Advisers sold 18,526 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $854K.
  • iShares Core Universal USD Bond ETF made up 2.73% of Fedenia Advisers's portfolio in Q2 2026, its #7 holding.
  • Fedenia Advisers first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Fedenia Advisers's iShares Core Universal USD Bond ETF position peaked at $12.4M in Q1 2026.
  • 298 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Fedenia Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.