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

Fermata 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 		$291K Sell
6,308
-314
-5% -$14.5K 0.06% 203
2026
Q1 		$306K Buy
6,622
+1,408
+27% +$65.6K 0.07% 186
2025
Q4 		$243K Hold
5,214
– – 0.06% 192
2025
Q3 		$244K Hold
5,214
– – 0.06% 184
2025
Q2 		$241K Sell
5,214
-682
-12% -$31.1K 0.06% 198
2025
Q1 		$272K Sell
5,896
-878
-13% -$40K 0.05% 231
2024
Q4 		$306K Hold
6,774
– – 0.06% 201
2024
Q3 		$319K Buy
6,774
+915
+16% +$42.5K 0.06% 175
2024
Q2 		$265K Sell
5,859
-278
-5% -$12.5K 0.06% 180
2024
Q1 		$280K Buy
6,137
+1,427
+30% +$64.9K 0.06% 172
2023
Q4 		$217K Buy
+4,710
New +$208K 0.05% 167

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

Fermata Advisors's IUSB Position: Q2 2026 in Review

Fermata Advisors reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 4.7% in Q2 2026, selling an estimated $14.5K and leaving 6,308 shares worth $291K. The position accounts for 0.06% of the portfolio, ranked #203.

Fermata Advisors first reported a position in IUSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $319K in Q3 2024. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Fermata Advisors held 6,308 shares of iShares Core Universal USD Bond ETF worth $291K as of Q2 2026.
  • Fermata Advisors sold 314 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $14.5K.
  • iShares Core Universal USD Bond ETF made up 0.06% of Fermata Advisors's portfolio in Q2 2026, its #203 holding.
  • Fermata Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Fermata Advisors's iShares Core Universal USD Bond ETF position peaked at $319K in Q3 2024.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.