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

Heck 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 		$4.85M Sell
105,140
-96,751
-48% -$4.46M 0.29% 66
2026
Q1 		$9.33M Buy
201,891
+1,159
+0.6% +$54K 0.69% 30
2025
Q4 		$9.34M Buy
200,732
+21,452
+12% +$1M 0.7% 34
2025
Q3 		$8.37M Buy
179,280
+123,370
+221% +$5.71M 0.65% 37
2025
Q2 		$2.58M Sell
55,910
-642
-1% -$29.3K 0.22% 64
2025
Q1 		$2.61M Buy
56,552
+13,400
+31% +$611K 0.29% 60
2024
Q4 		$1.95M Buy
43,152
+18,307
+74% +$840K 0.22% 63
2024
Q3 		$1.17M Buy
24,845
+13,306
+115% +$617K 0.14% 79
2024
Q2 		$522K Buy
+11,539
New +$519K 0.06% 103

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

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

Heck Capital Advisors reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 48% in Q2 2026, selling an estimated $4.46M and leaving 105,140 shares worth $4.85M. The position accounts for 0.29% of the portfolio, ranked #66.

Heck Capital Advisors first reported a position in IUSB in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.34M in Q4 2025. 425 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Heck Capital Advisors held 105,140 shares of iShares Core Universal USD Bond ETF worth $4.85M as of Q2 2026.
  • Heck Capital Advisors sold 96,751 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $4.46M.
  • iShares Core Universal USD Bond ETF made up 0.29% of Heck Capital Advisors's portfolio in Q2 2026, its #66 holding.
  • Heck Capital Advisors first reported a position in iShares Core Universal USD Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • Heck Capital Advisors's iShares Core Universal USD Bond ETF position peaked at $9.34M in Q4 2025.
  • 425 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.