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

Inspire 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	$1.84M	Sell	39,895 -2,442	-6%	-$113K	0.13%	130
2026 Q1	$1.96M	Buy	42,337 +27,983	+195%	+$1.3M	0.16%	105
2025 Q4	$668K	Buy	14,354 +6,249	+77%	+$292K	0.06%	242
2025 Q3	$379K	Buy	8,105 +571	+8%	+$26.4K	0.04%	346
2025 Q2	$348K	Buy	7,534 +1,135	+18%	+$51.8K	0.04%	354
2025 Q1	$295K	Buy	6,399 +9	+0.1%	+$410	0.03%	354
2024 Q4	$289K	Buy	6,390 +1,703	+36%	+$78.2K	0.04%	303
2024 Q3	$221K	Buy	+4,687	New	+$217K	0.03%	355
2021 Q1	–	Sell	-37	Closed	-$2K	–	403
2020 Q4	$2K	Buy	+37	New	+$2.01K	﹤0.01%	685

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

Inspire Advisors's IUSB Position: Q2 2026 in Review

Inspire Advisors reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 5.8% in Q2 2026, selling an estimated $113K and leaving 39,895 shares worth $1.84M. The position accounts for 0.13% of the portfolio, ranked #130.

Inspire Advisors first reported a position in IUSB in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.96M in Q1 2026. 860 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Inspire Advisors held 39,895 shares of iShares Core Universal USD Bond ETF worth $1.84M as of Q2 2026.
Inspire Advisors sold 2,442 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $113K.
iShares Core Universal USD Bond ETF made up 0.13% of Inspire Advisors's portfolio in Q2 2026, its #130 holding.
Inspire Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2020 and has held it in 9 quarters since.
Inspire Advisors's iShares Core Universal USD Bond ETF position peaked at $1.96M in Q1 2026.
860 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Inspire Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.