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

FFG Retirement 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 		$6.4M Buy
138,732
+4,721
+4% +$218K 3.39% 10
2026
Q1 		$6.19M Sell
134,011
-35,453
-21% -$1.65M 3.6% 7
2025
Q4 		$7.89M Sell
169,464
-2,552
-1% -$119K 4.89% 3
2025
Q3 		$8.03M Sell
172,016
-20,861
-11% -$965K 4.99% 2
2025
Q2 		$8.92M Sell
192,877
-77,379
-29% -$3.53M 5.59% 3
2025
Q1 		$12.5M Sell
270,256
-36,702
-12% -$1.67M 8.48% 2
2024
Q4 		$13.9M Buy
306,958
+41,860
+16% +$1.92M 9.07% 1
2024
Q3 		$12.5M Buy
265,098
+23,658
+10% +$1.1M 8.14% 3
2024
Q2 		$10.9M Buy
241,440
+7,074
+3% +$318K 7.61% 3
2024
Q1 		$10.7M Buy
234,366
+80,174
+52% +$3.65M 7.52% 3
2023
Q4 		$7.1M Sell
154,192
-21,478
-12% -$949K 5.49% 3
2023
Q3 		$7.68M Sell
175,670
-64,555
-27% -$2.89M 6.37% 3
2023
Q2 		$10.9M Buy
240,225
+21,469
+10% +$982K 8.74% 3
2023
Q1 		$10.1M Buy
218,756
+126,486
+137% +$5.79M 8.65% 3
2022
Q4 		$4.15M Buy
+92,270
New +$4.13M 3.78% 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

FFG Retirement Advisors's IUSB Position: Q2 2026 in Review

FFG Retirement Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 3.5% in Q2 2026, buying an estimated $218K and bringing the position to 138,732 shares worth $6.4M. The position accounts for 3.39% of the portfolio, ranked #10.

FFG Retirement Advisors first reported a position in IUSB in Q4 2022 and has held it in 15 quarters since. The position peaked at $13.9M in Q4 2024. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • FFG Retirement Advisors held 138,732 shares of iShares Core Universal USD Bond ETF worth $6.4M as of Q2 2026.
  • FFG Retirement Advisors bought 4,721 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $218K.
  • iShares Core Universal USD Bond ETF made up 3.39% of FFG Retirement Advisors's portfolio in Q2 2026, its #10 holding.
  • FFG Retirement Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • FFG Retirement Advisors's iShares Core Universal USD Bond ETF position peaked at $13.9M in Q4 2024.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on FFG Retirement Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.