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

Investment Advisory Group’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 		$2.99M Buy
64,863
+1,572
+2% +$72.5K 0.65% 37
2026
Q1 		$2.92M Buy
63,291
+1,022
+2% +$47.6K 0.74% 35
2025
Q4 		$2.9M Buy
62,269
+1,193
+2% +$55.8K 0.75% 34
2025
Q3 		$2.85M Buy
61,076
+4,728
+8% +$219K 0.78% 33
2025
Q2 		$2.6M Sell
56,348
-55
-0.1% -$2.51K 0.79% 34
2025
Q1 		$2.6M Buy
56,403
+2,057
+4% +$93.7K 0.87% 32
2024
Q4 		$2.46M Buy
54,346
+400
+0.7% +$18.4K 0.82% 32
2024
Q3 		$2.54M Buy
53,946
+1,800
+3% +$83.5K 0.88% 29
2024
Q2 		$2.36M Buy
52,146
+1,140
+2% +$51.3K 0.91% 26
2024
Q1 		$2.33M Buy
51,006
+1,550
+3% +$70.5K 0.96% 23
2023
Q4 		$2.28M Buy
49,456
+28,280
+134% +$1.25M 1.05% 23
2023
Q3 		$926K Buy
21,176
+765
+4% +$34.2K 0.48% 49
2023
Q2 		$928K Buy
20,411
+150
+0.7% +$6.86K 0.48% 46
2023
Q1 		$935K Buy
20,261
+250
+1% +$11.4K 0.54% 43
2022
Q4 		$899K Sell
20,011
-1,145
-5% -$51.2K 0.55% 41
2022
Q3 		$941K Buy
21,156
+545
+3% +$25.4K 0.65% 40
2022
Q2 		$964K Buy
20,611
+8,790
+74% +$418K 0.66% 38
2022
Q1 		$588K Sell
11,821
-783
-6% -$39.9K 0.36% 57
2021
Q4 		$640K Buy
+12,604
New +$668K 0.41% 51

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

Investment Advisory Group's IUSB Position: Q2 2026 in Review

Investment Advisory Group increased its iShares Core Universal USD Bond ETF (IUSB) stake by 2.5% in Q2 2026, buying an estimated $72.5K and bringing the position to 64,863 shares worth $2.99M. The position accounts for 0.65% of the portfolio, ranked #37.

Investment Advisory Group first reported a position in IUSB in Q4 2021 and has held it in 19 quarters since. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Investment Advisory Group held 64,863 shares of iShares Core Universal USD Bond ETF worth $2.99M as of Q2 2026.
  • Investment Advisory Group bought 1,572 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $72.5K.
  • iShares Core Universal USD Bond ETF made up 0.65% of Investment Advisory Group's portfolio in Q2 2026, its #37 holding.
  • Investment Advisory Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.