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

IFP 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 		$5.17M Sell
112,010
-31,289
-22% -$1.44M 0.09% 240
2026
Q1 		$6.62M Buy
143,299
+1,033
+0.7% +$48.1K 0.14% 166
2025
Q4 		$6.62M Sell
142,266
-3,479
-2% -$163K 0.15% 143
2025
Q3 		$6.81M Sell
145,745
-5,773
-4% -$267K 0.18% 120
2025
Q2 		$7M Buy
151,518
+12,173
+9% +$555K 0.2% 103
2025
Q1 		$6.42M Buy
139,345
+12,389
+10% +$565K 0.2% 106
2024
Q4 		$5.74M Buy
126,956
+10,088
+9% +$463K 0.19% 113
2024
Q3 		$5.51M Buy
116,868
+15,703
+16% +$729K 0.2% 110
2024
Q2 		$4.57M Buy
101,165
+5,792
+6% +$260K 0.18% 120
2024
Q1 		$4.35M Buy
95,373
+21,831
+30% +$994K 0.19% 113
2023
Q4 		$3.39M Sell
73,542
-4,744
-6% -$210K 0.16% 141
2023
Q3 		$3.42M Sell
78,286
-13,560
-15% -$606K 0.15% 126
2023
Q2 		$4.18M Sell
91,846
-254
-0.3% -$11.6K 0.17% 117
2023
Q1 		$4.54M Buy
92,100
+4,964
+6% +$227K 0.2% 101
2022
Q4 		$4.3M Sell
87,136
-18,434
-17% -$825K 0.11% 173
2022
Q3 		$5.3M Buy
105,570
+1,348
+1% +$62.9K 0.14% 153
2022
Q2 		$5.14M Hold
104,222
– – 0.16% 134
2022
Q1 		$5.14M Buy
104,222
+56,592
+119% +$2.88M 0.16% 134
2021
Q4 		$2.53M Buy
47,630
+3,346
+8% +$177K 0.05% 208
2021
Q3 		$2.37M Buy
44,284
+2,978
+7% +$160K 0.05% 225
2021
Q2 		$2.21M Buy
41,306
+10,292
+33% +$547K 0.05% 224
2021
Q1 		$1.63M Buy
31,014
+26,739
+625% +$1.43M 0.03% 266
2020
Q4 		$233K Sell
4,275
-241
-5% -$13.1K 0.01% 741
2020
Q3 		$248K Buy
4,516
+384
+9% +$21K 0.01% 631
2020
Q2 		$226K Buy
4,132
+1,219
+42% +$65.3K 0.02% 618
2020
Q1 		$148K Buy
2,913
+1,900
+188% +$99.8K 0.01% 681
2019
Q4 		$52K Sell
1,013
-244
-19% -$12.7K ﹤0.01% 1234
2019
Q3 		$65K Buy
+1,257
New +$65.5K ﹤0.01% 1249
2019
Q1 		$16K Sell
310
-1,927
-86% -$95.9K ﹤0.01% 1425
2018
Q4 		$110K Sell
2,237
-2,265
-50% -$110K 0.01% 1150
2018
Q3 		$221K Buy
4,502
+334
+8% +$16.5K 0.01% 1023
2018
Q2 		$206K Buy
4,168
+241
+6% +$11.9K 0.01% 1046
2018
Q1 		$200K Hold
3,927
– – 0.01% 992
2017
Q4 		$200K Sell
3,927
-759
-16% -$38.6K 0.01% 995
2017
Q3 		$239K Buy
4,686
+1,861
+66% +$95.1K 0.01% 1038
2017
Q2 		$144K Buy
2,825
+1,577
+126% +$80.3K 0.01% 1313
2017
Q1 		$63K Sell
1,248
-118
-9% -$5.93K ﹤0.01% 1786
2016
Q4 		$69K Sell
1,366
-411
-23% -$20.9K ﹤0.01% 1683
2016
Q3 		$93K Sell
1,777
-213
-11% -$11.1K ﹤0.01% 1411
2016
Q2 		$104K Buy
1,990
+1,370
+221% +$70.2K 0.01% 1319
2016
Q1 		$16K Buy
+620
New +$31.1K ﹤0.01% 1425

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

IFP Advisors's IUSB Position: Q2 2026 in Review

IFP Advisors reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 22% in Q2 2026, selling an estimated $1.44M and leaving 112,010 shares worth $5.17M. The position accounts for 0.09% of the portfolio, ranked #240.

IFP Advisors first reported a position in IUSB in Q1 2016 and has held it in 41 quarters since. The position peaked at $7M in Q2 2025. 854 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • IFP Advisors held 112,010 shares of iShares Core Universal USD Bond ETF worth $5.17M as of Q2 2026.
  • IFP Advisors sold 31,289 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $1.44M.
  • iShares Core Universal USD Bond ETF made up 0.09% of IFP Advisors's portfolio in Q2 2026, its #240 holding.
  • IFP Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2016 and has held it in 41 quarters since.
  • IFP Advisors's iShares Core Universal USD Bond ETF position peaked at $7M in Q2 2025.
  • 854 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.