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Harbor Investment Advisory’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Harbor Investment 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 		$175K Buy
3,785
+1,586
+72% +$73.1K 0.01% 445
2026
Q1 		$102K Sell
2,199
-115
-5% -$5.36K 0.01% 509
2025
Q4 		$108K Buy
2,314
+106
+5% +$4.96K 0.01% 498
2025
Q3 		$103K Sell
2,208
-277
-11% -$12.8K 0.01% 492
2025
Q2 		$115K Buy
2,485
+839
+51% +$38.3K 0.01% 466
2025
Q1 		$75.8K Sell
1,646
-152
-8% -$6.93K 0.01% 525
2024
Q4 		$81.3K Hold
1,798
– – 0.01% 498
2024
Q3 		$84.7K Buy
1,798
+117
+7% +$5.43K 0.01% 494
2024
Q2 		$76K Hold
1,681
– – 0.01% 504
2024
Q1 		$76.6K Buy
1,681
+238
+16% +$10.8K 0.01% 497
2023
Q4 		$66.5K Sell
1,443
-232
-14% -$10.3K 0.01% 506
2023
Q3 		$73.2K Buy
1,675
+81
+5% +$3.62K 0.01% 463
2023
Q2 		$72.5K Sell
1,594
-102
-6% -$4.67K 0.01% 594
2023
Q1 		$78.3K Buy
1,696
+97
+6% +$4.44K 0.01% 569
2022
Q4 		$71.8K Buy
1,599
+110
+7% +$4.92K 0.01% 580
2022
Q3 		$66K Buy
1,489
+84
+6% +$3.92K 0.01% 590
2022
Q2 		$66K Buy
1,405
+137
+11% +$6.51K 0.01% 612
2022
Q1 		$63K Buy
1,268
+202
+19% +$10.3K 0.01% 682
2021
Q4 		$56K Buy
1,066
+390
+58% +$20.7K 0.01% 708
2021
Q3 		$36K Buy
676
+150
+29% +$8.06K ﹤0.01% 827
2021
Q2 		$28K Buy
526
+80
+18% +$4.25K ﹤0.01% 852
2021
Q1 		$24K Hold
446
– – ﹤0.01% 852
2020
Q4 		$24K Hold
446
– – ﹤0.01% 793
2020
Q3 		$24K Hold
446
– – ﹤0.01% 693
2020
Q2 		$24K Hold
446
– – 0.01% 591
2020
Q1 		$23K Hold
446
– – 0.01% 550
2019
Q4 		$23K Buy
+446
New +$23.3K 0.01% 524

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Harbor Investment Advisory's IUSB Position: Q2 2026 in Review

Harbor Investment Advisory increased its iShares Core Universal USD Bond ETF (IUSB) stake by 72% in Q2 2026, buying an estimated $73.1K and bringing the position to 3,785 shares worth $175K. The position accounts for 0.01% of the portfolio, ranked #445.

Harbor Investment Advisory first reported a position in IUSB in Q4 2019 and has held it in 27 quarters since. 579 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Harbor Investment Advisory held 3,785 shares of iShares Core Universal USD Bond ETF worth $175K as of Q2 2026.
  • Harbor Investment Advisory bought 1,586 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $73.1K.
  • iShares Core Universal USD Bond ETF made up 0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #445 holding.
  • Harbor Investment Advisory first reported a position in iShares Core Universal USD Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • 579 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.