HFM Investment Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

HFM Investment 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	$12.1K	Sell	262 -72	-22%	-$3.32K	﹤0.01%	107
2026 Q1	$15.5K	Sell	334 -1	-0.3%	-$47	0.01%	99
2025 Q4	$15.5K	Sell	335 -23	-6%	-$1.07K	0.01%	102
2025 Q3	$16.7K	Sell	358 -11	-3%	-$509	0.01%	72
2025 Q2	$17.1K	Sell	369 -124	-25%	-$5.66K	0.01%	71
2025 Q1	$22.7K	Buy	+493	New	+$22.5K	0.01%	59

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

HFM Investment Advisors's IUSB Position: Q2 2026 in Review

HFM Investment Advisors reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 22% in Q2 2026, selling an estimated $3.32K and leaving 262 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #107.

HFM Investment Advisors first reported a position in IUSB in Q1 2025 and has held it in 6 quarters since. The position peaked at $22.7K in Q1 2025. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

HFM Investment Advisors held 262 shares of iShares Core Universal USD Bond ETF worth $12.1K as of Q2 2026.
HFM Investment Advisors sold 72 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $3.32K.
iShares Core Universal USD Bond ETF made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #107 holding.
HFM Investment Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2025 and has held it in 6 quarters since.
HFM Investment Advisors's iShares Core Universal USD Bond ETF position peaked at $22.7K in Q1 2025.
857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.