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

Fortune Financial 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 		$250K Buy
5,421
+19
+0.4% +$876 0.11% 145
2026
Q1 		$250K Buy
+5,402
New +$252K 0.13% 137

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

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

Fortune Financial Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 0.35% in Q2 2026, buying an estimated $876 and bringing the position to 5,421 shares worth $250K. The position accounts for 0.11% of the portfolio, ranked #145.

Fortune Financial Advisors first reported a position in IUSB in Q1 2026 and has held it in 2 quarters since. 425 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Fortune Financial Advisors held 5,421 shares of iShares Core Universal USD Bond ETF worth $250K as of Q2 2026.
  • Fortune Financial Advisors bought 19 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $876.
  • iShares Core Universal USD Bond ETF made up 0.11% of Fortune Financial Advisors's portfolio in Q2 2026, its #145 holding.
  • Fortune Financial Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 425 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

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