IRC
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Investors Research Corp’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Investors Research Corp’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 		$20.6K Sell
447
-944
-68% -$43.5K ﹤0.01% 467
2026
Q1 		$64.3K Hold
1,391
– – 0.01% 375
2025
Q4 		$64.7K Hold
1,391
– – 0.01% 410
2025
Q3 		$65K Buy
1,391
+734
+112% +$33.9K 0.01% 417
2025
Q2 		$30.4K Hold
657
– – 0.01% 523
2025
Q1 		$30.3K Buy
657
+447
+213% +$20.4K 0.01% 527
2024
Q4 		$9.49K Hold
210
– – ﹤0.01% 677
2024
Q3 		$9.89K Hold
210
– – ﹤0.01% 685
2024
Q2 		$9.5K Hold
210
– – ﹤0.01% 718
2024
Q1 		$9.57K Hold
210
– – ﹤0.01% 722
2023
Q4 		$9.68K Hold
210
– – ﹤0.01% 745
2023
Q3 		$9.18K Hold
210
– – ﹤0.01% 754
2023
Q2 		$9.55K Hold
210
– – ﹤0.01% 763
2023
Q1 		$9.69K Hold
210
– – ﹤0.01% 777
2022
Q4 		$9.44K Hold
210
– – ﹤0.01% 773
2022
Q3 		$9K Hold
210
– – ﹤0.01% 761
2022
Q2 		$10K Hold
210
– – ﹤0.01% 763
2022
Q1 		$10K Hold
210
– – ﹤0.01% 763
2021
Q4 		$11K Hold
210
– – ﹤0.01% 756
2021
Q3 		$11K Hold
210
– – ﹤0.01% 765
2021
Q2 		$11K Buy
+210
New +$11.2K ﹤0.01% 761

Other funds holding IUSB

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Investors Research Corp's IUSB Position: Q2 2026 in Review

Investors Research Corp reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 68% in Q2 2026, selling an estimated $43.5K and leaving 447 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

Investors Research Corp first reported a position in IUSB in Q2 2021 and has held it in 21 quarters since. The position peaked at $65K in Q3 2025. 164 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Investors Research Corp held 447 shares of iShares Core Universal USD Bond ETF worth $20.6K as of Q2 2026.
  • Investors Research Corp sold 944 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $43.5K.
  • iShares Core Universal USD Bond ETF made up ﹤0.01% of Investors Research Corp's portfolio in Q2 2026, its #467 holding.
  • Investors Research Corp first reported a position in iShares Core Universal USD Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • Investors Research Corp's iShares Core Universal USD Bond ETF position peaked at $65K in Q3 2025.
  • 164 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.