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Intelligence Driven Advisers’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Intelligence Driven Advisers’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 		$47M Buy
1,019,072
+47,522
+5% +$2.19M 7.63% 4
2026
Q1 		$44.9M Sell
971,550
-70,909
-7% -$3.3M 7.82% 4
2025
Q4 		$48.5M Sell
1,042,459
-73,820
-7% -$3.45M 6.94% 4
2025
Q3 		$52.1M Buy
1,116,279
+72,539
+7% +$3.35M 7.23% 4
2025
Q2 		$48.3M Buy
1,043,740
+72,816
+7% +$3.32M 7.28% 4
2025
Q1 		$44.7M Sell
970,924
-18,061
-2% -$823K 8.62% 4
2024
Q4 		$44.7M Sell
988,985
-219,553
-18% -$10.1M 8.41% 4
2024
Q3 		$56.9M Buy
1,208,538
+1,285
+0.1% +$59.6K 8.14% 4
2024
Q2 		$54.6M Buy
1,207,253
+3,828
+0.3% +$172K 7.73% 5
2024
Q1 		$54.9M Buy
+1,203,425
New +$54.8M 8.11% 5
2023
Q2 		– Sell
-7,019
Closed -$326K – 103
2023
Q1 		$326K Sell
7,019
-5,070
-42% -$232K 0.06% 65
2022
Q4 		$555K Sell
12,089
-744,378
-98% -$33.3M 0.1% 53
2022
Q3 		$33.7M Buy
756,467
+112,972
+18% +$5.27M 6.76% 1
2022
Q2 		$30.2M Sell
643,495
-121,118
-16% -$5.76M 5.91% 3
2022
Q1 		$37.3M Buy
764,613
+225,072
+42% +$11.5M 6.81% 3
2021
Q4 		$28M Sell
539,541
-9,322
-2% -$494K 5.14% 4
2021
Q3 		$29.2M Buy
548,863
+126,224
+30% +$6.78M 6.55% 4
2021
Q2 		$22.6M Buy
+422,639
New +$22.5M 4.39% 11

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

Intelligence Driven Advisers's IUSB Position: Q2 2026 in Review

Intelligence Driven Advisers increased its iShares Core Universal USD Bond ETF (IUSB) stake by 4.9% in Q2 2026, buying an estimated $2.19M and bringing the position to 1,019,072 shares worth $47M. The position accounts for 7.63% of the portfolio, ranked #4.

Intelligence Driven Advisers first reported a position in IUSB in Q2 2021 and has held it in 18 quarters since. The position peaked at $56.9M in Q3 2024. 854 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Intelligence Driven Advisers held 1,019,072 shares of iShares Core Universal USD Bond ETF worth $47M as of Q2 2026.
  • Intelligence Driven Advisers bought 47,522 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $2.19M.
  • iShares Core Universal USD Bond ETF made up 7.63% of Intelligence Driven Advisers's portfolio in Q2 2026, its #4 holding.
  • Intelligence Driven Advisers first reported a position in iShares Core Universal USD Bond ETF in Q2 2021 and has held it in 18 quarters since.
  • Intelligence Driven Advisers's iShares Core Universal USD Bond ETF position peaked at $56.9M in Q3 2024.
  • 854 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Intelligence Driven Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.