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

Financial Life 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 		$17.1M Buy
369,768
+112,578
+44% +$5.19M 4.85% 8
2026
Q1 		$11.9M Buy
257,190
+24,575
+11% +$1.15M 3.7% 10
2025
Q4 		$10.8M Sell
232,615
-67,896
-23% -$3.17M 3.34% 11
2025
Q3 		$14M Sell
300,511
-11,404
-4% -$527K 4.51% 7
2025
Q2 		$14.4M Sell
311,915
-21,217
-6% -$968K 4.93% 7
2025
Q1 		$15.4M Sell
333,132
-99,367
-23% -$4.53M 5.72% 5
2024
Q4 		$19.5M Buy
432,499
+13,791
+3% +$633K 7.34% 4
2024
Q3 		$19.7M Buy
418,708
+19,939
+5% +$925K 7.45% 4
2024
Q2 		$18M Buy
398,769
+11,882
+3% +$534K 7.32% 4
2024
Q1 		$17.6M Buy
386,887
+23,433
+6% +$1.07M 7.38% 4
2023
Q4 		$16.7M Sell
363,454
-44,150
-11% -$1.95M 7.21% 4
2023
Q3 		$17.8M Buy
407,604
+26,302
+7% +$1.18M 7.67% 4
2023
Q2 		$17.3M Buy
381,302
+118,440
+45% +$5.42M 7.24% 4
2023
Q1 		$12.1M Sell
262,862
-113,419
-30% -$5.19M 5.22% 4
2022
Q4 		$16.9M Buy
376,281
+325,275
+638% +$14.5M 7.8% 4
2022
Q3 		$2.27M Buy
+51,006
New +$2.38M 1.14% 18

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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Financial Life Advisors's IUSB Position: Q2 2026 in Review

Financial Life Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 44% in Q2 2026, buying an estimated $5.19M and bringing the position to 369,768 shares worth $17.1M. The position accounts for 4.85% of the portfolio, ranked #8.

Financial Life Advisors first reported a position in IUSB in Q3 2022 and has held it in 16 quarters since. The position peaked at $19.7M in Q3 2024. 409 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Financial Life Advisors held 369,768 shares of iShares Core Universal USD Bond ETF worth $17.1M as of Q2 2026.
  • Financial Life Advisors bought 112,578 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $5.19M.
  • iShares Core Universal USD Bond ETF made up 4.85% of Financial Life Advisors's portfolio in Q2 2026, its #8 holding.
  • Financial Life Advisors first reported a position in iShares Core Universal USD Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Financial Life Advisors's iShares Core Universal USD Bond ETF position peaked at $19.7M in Q3 2024.
  • 409 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Financial Life Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.