IWA
IUSB icon

Icon Wealth Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Icon Wealth 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 		$65.9M Buy
1,428,625
+402,585
+39% +$18.6M 3.97% 3
2026
Q1 		$47.3M Buy
1,026,040
+104,372
+11% +$4.86M 3.07% 7
2025
Q4 		$42.9M Sell
921,668
-37,398
-4% -$1.75M 2.86% 9
2025
Q3 		$44.8M Sell
959,066
-189,831
-17% -$8.78M 3.04% 6
2025
Q2 		$53.1M Sell
1,148,897
-21,891
-2% -$999K 3.78% 3
2025
Q1 		$53.9M Buy
1,170,788
+71,836
+7% +$3.27M 4.44% 3
2024
Q4 		$49.7M Sell
1,098,952
-186,971
-15% -$8.58M 4.09% 3
2024
Q3 		$60.6M Buy
1,285,923
+236,100
+22% +$11M 5.04% 3
2024
Q2 		$48.4M Sell
1,049,823
-27,149
-3% -$1.22M 4.31% 3
2024
Q1 		$49.1M Buy
1,076,972
+326,675
+44% +$14.9M 4.56% 3
2023
Q4 		$34.6M Buy
+750,297
New +$33.2M 3.6% 3
2022
Q4 		$25.5M Buy
567,955
+102,223
+22% +$4.57M 2.93% 4
2022
Q3 		$20.7M Buy
+465,732
New +$21.7M 2.52% 5

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Icon Wealth Advisors's IUSB Position: Q2 2026 in Review

Icon Wealth Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 39% in Q2 2026, buying an estimated $18.6M and bringing the position to 1,428,625 shares worth $65.9M. The position accounts for 3.97% of the portfolio, ranked #3.

Icon Wealth Advisors first reported a position in IUSB in Q3 2022 and has held it in 13 quarters since. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Icon Wealth Advisors held 1,428,625 shares of iShares Core Universal USD Bond ETF worth $65.9M as of Q2 2026.
  • Icon Wealth Advisors bought 402,585 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $18.6M.
  • iShares Core Universal USD Bond ETF made up 3.97% of Icon Wealth Advisors's portfolio in Q2 2026, its #3 holding.
  • Icon Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q3 2022 and has held it in 13 quarters since.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.