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

Flagship Harbor 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	$717K	Buy	15,528 +1,287	+9%	+$59.3K	0.03%	427
2026 Q1	$658K	Buy	14,241 +595	+4%	+$27.7K	0.03%	408
2025 Q4	$635K	Sell	13,646 -208	-2%	-$9.72K	0.03%	393
2025 Q3	$647K	Sell	13,854 -711	-5%	-$32.9K	0.03%	427
2025 Q2	$673K	Sell	14,565 -270	-2%	-$12.3K	0.03%	407
2025 Q1	$684K	Buy	14,835 +2,706	+22%	+$123K	0.04%	357
2024 Q4	$548K	Buy	12,129 +2,118	+21%	+$97.2K	0.03%	398
2024 Q3	$472K	Buy	10,011 +2,974	+42%	+$138K	0.03%	428
2024 Q2	$318K	Buy	7,037 +1,993	+40%	+$89.6K	0.02%	526
2024 Q1	$230K	Buy	+5,044	New	+$230K	0.01%	601
2020 Q4	–	Sell	-1,960	Closed	-$106K	–	1123
2020 Q3	$106K	Hold	1,960	–	–	0.01%	635
2020 Q2	$106K	Buy	1,960 +400	+26%	+$21.4K	0.02%	636
2020 Q1	$82K	Hold	1,560	–	–	0.02%	614
2019 Q4	$81K	Hold	1,560	–	–	0.01%	677
2019 Q3	$81K	Hold	1,560	–	–	0.02%	644
2019 Q2	$80K	Hold	1,560	–	–	0.02%	623
2019 Q1	$78K	Sell	1,560 -107	-6%	-$5.33K	0.02%	634
2018 Q4	$82K	Buy	1,667 +1,468	+738%	+$71.5K	0.02%	569
2018 Q3	$10K	Hold	199	–	–	﹤0.01%	1410
2018 Q2	$9K	Buy	+199	New	+$9.82K	﹤0.01%	1419

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Flagship Harbor Advisors's IUSB Position: Q2 2026 in Review

Flagship Harbor Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 9% in Q2 2026, buying an estimated $59.3K and bringing the position to 15,528 shares worth $717K. The position accounts for 0.03% of the portfolio, ranked #427.

Flagship Harbor Advisors first reported a position in IUSB in Q2 2018 and has held it in 20 quarters since. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Flagship Harbor Advisors held 15,528 shares of iShares Core Universal USD Bond ETF worth $717K as of Q2 2026.
Flagship Harbor Advisors bought 1,287 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $59.3K.
iShares Core Universal USD Bond ETF made up 0.03% of Flagship Harbor Advisors's portfolio in Q2 2026, its #427 holding.
Flagship Harbor Advisors first reported a position in iShares Core Universal USD Bond ETF in Q2 2018 and has held it in 20 quarters since.
855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Flagship Harbor Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.