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J.W. Cole Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

J.W. Cole 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 		$3.51M Buy
76,158
+16,998
+29% +$784K 0.06% 325
2026
Q1 		$2.73M Buy
59,160
+4,839
+9% +$225K 0.09% 195
2025
Q4 		$2.51M Buy
54,321
+2,833
+6% +$132K 0.06% 312
2025
Q3 		$2.4M Buy
51,488
+22,735
+79% +$1.05M 0.05% 387
2025
Q2 		$1.33M Buy
28,753
+3,052
+12% +$139K 0.03% 564
2025
Q1 		$1.18M Buy
+25,701
New +$1.17M 0.04% 486
2024
Q1 		– Sell
-4,343
Closed -$200K – 898
2023
Q4 		$200K Buy
+4,343
New +$192K 0.01% 765
2023
Q3 		– Sell
-4,993
Closed -$227K – 766
2023
Q2 		$227K Sell
4,993
-19,048
-79% -$872K 0.02% 662
2023
Q1 		$1.11M Sell
24,041
-3,806
-14% -$174K 0.08% 270
2022
Q4 		$1.25M Buy
27,847
+2,263
+9% +$101K 0.1% 230
2022
Q3 		$1.14M Buy
25,584
+1,774
+7% +$82.8K 0.1% 234
2022
Q2 		$1.11M Sell
23,810
-8,556
-26% -$407K 0.09% 244
2022
Q1 		$1.61M Buy
32,366
+1,314
+4% +$67K 0.11% 210
2021
Q4 		$1.64M Buy
+31,052
New +$1.65M 0.11% 207
2021
Q3 		– Sell
-28,220
Closed -$1.51M – 605
2021
Q2 		$1.51M Buy
28,220
+785
+3% +$41.7K 0.12% 203
2021
Q1 		$1.45M Sell
27,435
-1,927
-7% -$103K 0.14% 184
2020
Q4 		$1.6M Buy
29,362
+11,657
+66% +$633K 0.17% 144
2020
Q3 		$963K Sell
17,705
-2,615
-13% -$143K 0.07% 261
2020
Q2 		$1.1M Buy
+20,320
New +$1.09M 0.17% 152
2020
Q1 		– Sell
-20,106
Closed -$1.05M – 303
2019
Q4 		$1.05M Buy
+20,106
New +$1.05M 0.13% 178

Other funds holding IUSB

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

J.W. Cole Advisors's IUSB Position: Q2 2026 in Review

J.W. Cole Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 29% in Q2 2026, buying an estimated $784K and bringing the position to 76,158 shares worth $3.51M. The position accounts for 0.06% of the portfolio, ranked #325.

J.W. Cole Advisors first reported a position in IUSB in Q4 2019 and has held it in 20 quarters since. 357 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • J.W. Cole Advisors held 76,158 shares of iShares Core Universal USD Bond ETF worth $3.51M as of Q2 2026.
  • J.W. Cole Advisors bought 16,998 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $784K.
  • iShares Core Universal USD Bond ETF made up 0.06% of J.W. Cole Advisors's portfolio in Q2 2026, its #325 holding.
  • J.W. Cole Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2019 and has held it in 20 quarters since.
  • 357 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.