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Hoese & Co’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Hoese & Co’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 		$1.94M Sell
41,966
-1,293
-3% -$59.6K 1.26% 16
2026
Q1 		$2M Sell
43,259
-18,184
-30% -$847K 1.48% 16
2025
Q4 		$2.86M Sell
61,443
-70,424
-53% -$3.29M 2.04% 13
2025
Q3 		$6.16M Sell
131,867
-7,720
-6% -$357K 4.71% 7
2025
Q2 		$6.45M Sell
139,587
-8,674
-6% -$396K 5.2% 7
2025
Q1 		$6.83M Sell
148,261
-4,081
-3% -$186K 5.92% 5
2024
Q4 		$6.89M Sell
152,342
-1,675
-1% -$76.9K 5.98% 5
2024
Q3 		$7.26M Sell
154,017
-4,960
-3% -$230K 6.08% 5
2024
Q2 		$7.15M Buy
158,977
+41,237
+35% +$1.85M 6.24% 6
2024
Q1 		$5.34M Buy
117,740
+3,884
+3% +$177K 4.87% 7
2023
Q4 		$5.09M Buy
113,856
+2,200
+2% +$97.2K 4.99% 7
2023
Q3 		$4.88M Buy
111,656
+77,796
+230% +$3.48M 5% 7
2023
Q2 		$1.54M Hold
33,860
– – 1.45% 17
2023
Q1 		$1.53M Buy
+33,860
New +$1.55M 1.73% 15

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
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
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Hoese & Co's IUSB Position: Q2 2026 in Review

Hoese & Co reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 3% in Q2 2026, selling an estimated $59.6K and leaving 41,966 shares worth $1.94M. The position accounts for 1.26% of the portfolio, ranked #16.

Hoese & Co first reported a position in IUSB in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.26M in Q3 2024. 298 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Hoese & Co held 41,966 shares of iShares Core Universal USD Bond ETF worth $1.94M as of Q2 2026.
  • Hoese & Co sold 1,293 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $59.6K.
  • iShares Core Universal USD Bond ETF made up 1.26% of Hoese & Co's portfolio in Q2 2026, its #16 holding.
  • Hoese & Co first reported a position in iShares Core Universal USD Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Hoese & Co's iShares Core Universal USD Bond ETF position peaked at $7.26M in Q3 2024.
  • 298 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Hoese & Co's 13F filing for Q2 2026, filed 14 Jul 2026.