J.W. Cole Advisors
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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
Q3 		$4.05M Buy
91,856
+15,698
+21% +$711K 0.07% 287
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 		$1.12M 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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

J.W. Cole Advisors's IUSB Position: Q3 2026 in Review

J.W. Cole Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 21% in Q3 2026, buying an estimated $711K and bringing the position to 91,856 shares worth $4.05M. The position accounts for 0.07% of the portfolio, ranked #287.

J.W. Cole Advisors first reported a position in IUSB in Q4 2019 and has held it in 21 quarters since. 694 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • J.W. Cole Advisors held 91,856 shares of iShares Core Universal USD Bond ETF worth $4.05M as of Q3 2026.
  • J.W. Cole Advisors bought 15,698 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $711K.
  • iShares Core Universal USD Bond ETF made up 0.07% of J.W. Cole Advisors's portfolio in Q3 2026, its #287 holding.
  • J.W. Cole Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2019 and has held it in 21 quarters since.
  • 694 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on J.W. Cole Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.