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

IFG 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 		$3.94M Buy
+85,435
New +$3.94M 0.14% 186
2026
Q1 		– Sell
-74,825
Closed -$3.48M – 620
2025
Q4 		$3.48M Buy
74,825
+871
+1% +$40.7K 0.15% 166
2025
Q3 		$3.45M Sell
73,954
-11,567
-14% -$535K 0.16% 160
2025
Q2 		$3.95M Sell
85,521
-2,122
-2% -$96.8K 0.2% 132
2025
Q1 		$4.04M Buy
87,643
+7,742
+10% +$353K 0.22% 122
2024
Q4 		$3.61M Sell
79,901
-17,811
-18% -$818K 0.2% 129
2024
Q3 		$4.6M Buy
97,712
+8,497
+10% +$394K 0.29% 98
2024
Q2 		$4.03M Sell
89,215
-1,459
-2% -$65.6K 0.26% 105
2024
Q1 		$4.13M Buy
90,674
+34,654
+62% +$1.58M 0.31% 101
2023
Q4 		$2.58M Sell
56,020
-2,610
-4% -$115K 0.19% 144
2023
Q3 		$2.56M Buy
58,630
+83
+0.1% +$3.71K 0.22% 123
2023
Q2 		$2.66M Buy
58,547
+6,933
+13% +$317K 0.24% 125
2023
Q1 		$2.38M Buy
51,614
+14,697
+40% +$673K 0.22% 108
2022
Q4 		$1.66M Buy
36,917
+2,828
+8% +$126K 0.17% 142
2022
Q3 		$1.52M Sell
34,089
-82
-0.2% -$3.83K 0.14% 156
2022
Q2 		$1.6M Buy
34,171
+2,022
+6% +$96.1K 0.17% 134
2022
Q1 		$1.59M Buy
32,149
+1,101
+4% +$56.1K 0.16% 149
2021
Q4 		$1.64M Sell
31,048
-1,118
-3% -$59.3K 0.16% 147
2021
Q3 		$1.71M Buy
32,166
+17
+0.1% +$913 0.18% 142
2021
Q2 		$1.72M Buy
32,149
+22,004
+217% +$1.17M 0.19% 136
2021
Q1 		$535K Buy
10,145
+4,847
+91% +$260K 0.07% 282
2020
Q4 		$289K Sell
5,298
-684
-11% -$37.2K 0.04% 356
2020
Q3 		$325K Buy
5,982
+300
+5% +$16.4K 0.05% 310
2020
Q2 		$308K Buy
5,682
+322
+6% +$17.3K 0.06% 299
2020
Q1 		$281K Buy
5,360
+214
+4% +$11.2K 0.06% 281
2019
Q4 		$268K Buy
5,146
+931
+22% +$48.6K 0.05% 335
2019
Q3 		$220K Buy
+4,215
New +$220K 0.04% 371

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

IFG Advisory's IUSB Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q2 2026: 85,435 shares worth $3.94M. The stake represents 0.14% of the portfolio and ranks #186 among its holdings. This is a return to the name: IFG Advisory previously reported a position in IUSB as recently as Q4 2025.

IFG Advisory first reported a position in IUSB in Q3 2019 and has held it in 27 quarters since. The position peaked at $4.6M in Q3 2024. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • IFG Advisory held 85,435 shares of iShares Core Universal USD Bond ETF worth $3.94M as of Q2 2026.
  • iShares Core Universal USD Bond ETF was a new IFG Advisory position in Q2 2026.
  • iShares Core Universal USD Bond ETF made up 0.14% of IFG Advisory's portfolio in Q2 2026, its #186 holding.
  • IFG Advisory first reported a position in iShares Core Universal USD Bond ETF in Q3 2019 and has held it in 27 quarters since.
  • IFG Advisory's iShares Core Universal USD Bond ETF position peaked at $4.6M in Q3 2024.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.