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

Fortis Capital 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	$613K	Sell	13,293 -2,597	-16%	-$120K	0.07%	222
2026 Q1	$734K	Sell	15,890 -3,665	-19%	-$171K	0.1%	185
2025 Q4	$910K	Buy	19,555 +2,354	+14%	+$110K	0.13%	135
2025 Q3	$803K	Buy	+17,201	New	+$796K	0.13%	137
2025 Q1	–	Sell	-5,032	Closed	-$235K	–	276
2024 Q4	$235K	Buy	5,032 +214	+4%	+$9.82K	0.08%	158
2024 Q3	$227K	Buy	+4,818	New	+$224K	0.08%	162
2023 Q2	–	Sell	-5,334	Closed	-$246K	–	371
2023 Q1	$246K	Buy	5,334 +2,150	+68%	+$98.4K	0.13%	94
2022 Q4	$143K	Buy	+3,184	New	+$142K	0.09%	153

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

Fortis Capital Advisors's IUSB Position: Q2 2026 in Review

Fortis Capital Advisors reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 16% in Q2 2026, selling an estimated $120K and leaving 13,293 shares worth $613K. The position accounts for 0.07% of the portfolio, ranked #222.

Fortis Capital Advisors first reported a position in IUSB in Q4 2022 and has held it in 8 quarters since. The position peaked at $910K in Q4 2025. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Fortis Capital Advisors held 13,293 shares of iShares Core Universal USD Bond ETF worth $613K as of Q2 2026.
Fortis Capital Advisors sold 2,597 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $120K.
iShares Core Universal USD Bond ETF made up 0.07% of Fortis Capital Advisors's portfolio in Q2 2026, its #222 holding.
Fortis Capital Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and has held it in 8 quarters since.
Fortis Capital Advisors's iShares Core Universal USD Bond ETF position peaked at $910K in Q4 2025.
855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.