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Forthright Family Wealth Advisory’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Forthright Family Wealth Advisory’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 		– Sell
-116,361
Closed -$5.3M – 76
2026
Q1 		$5.3M Buy
+116,361
New +$5.42M 3.56% 6
2024
Q4 		– Sell
-270,257
Closed -$12.5M – 64
2024
Q3 		$12.5M Buy
270,257
+135,249
+100% +$6.28M 8.03% 3
2024
Q2 		$6.11M Buy
135,008
+18,647
+16% +$838K 3.93% 6
2024
Q1 		$5.3M Buy
116,361
+13,440
+13% +$612K 3.56% 6
2023
Q4 		$4.74M Buy
+102,921
New +$4.55M 3.71% 7

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

Forthright Family Wealth Advisory's IUSB Position: Q2 2026 in Review

Forthright Family Wealth Advisory sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2026, closing a stake of 116,361 shares — an estimated $5.3M sold.

Forthright Family Wealth Advisory first reported a position in IUSB in Q4 2023 and held it in 5 quarters. The position peaked at $12.5M in Q3 2024. 424 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Forthright Family Wealth Advisory reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Forthright Family Wealth Advisory sold 116,361 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $5.3M.
  • Forthright Family Wealth Advisory first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and held it in 5 quarters.
  • Forthright Family Wealth Advisory's iShares Core Universal USD Bond ETF position peaked at $12.5M in Q3 2024.
  • 424 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.