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Jacobson & Schmitt Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Jacobson & Schmitt 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 		$36.2M Sell
783,510
-13,836
-2% -$638K 5.91% 2
2026
Q1 		$36.8M Buy
797,346
+18,144
+2% +$846K 6.68% 1
2025
Q4 		$36.3M Buy
779,202
+15,358
+2% +$718K 6.11% 1
2025
Q3 		$35.7M Buy
763,844
+17,297
+2% +$800K 6.12% 1
2025
Q2 		$34.5M Buy
746,547
+16,382
+2% +$748K 6.12% 1
2025
Q1 		$33.6M Buy
730,165
+22,176
+3% +$1.01M 6.88% 1
2024
Q4 		$32M Buy
707,989
+23,173
+3% +$1.06M 6.18% 1
2024
Q3 		$32.3M Buy
684,816
+39,011
+6% +$1.81M 6.62% 1
2024
Q2 		$29.2M Buy
645,805
+21,559
+3% +$969K 6.64% 1
2024
Q1 		$28.5M Buy
624,246
+34,061
+6% +$1.55M 6.73% 1
2023
Q4 		$27.2M Buy
590,185
+5,519
+0.9% +$244K 6.88% 1
2023
Q3 		$25.6M Buy
584,666
+72,184
+14% +$3.23M 7.26% 1
2023
Q2 		$23.3M Sell
512,482
-1,820
-0.4% -$83.3K 6.61% 1
2023
Q1 		$23.7M Sell
514,302
-198
-0% -$9.06K 6.81% 1
2022
Q4 		$22.9M Hold
514,500
– – 7.32% 1
2022
Q3 		$22.9M Buy
514,500
+8,028
+2% +$375K 7.32% 1
2022
Q2 		$23.7M Sell
506,472
-9,593
-2% -$456K 7.39% 1
2022
Q1 		$25.6M Buy
516,065
+15,021
+3% +$766K 6.66% 2
2021
Q4 		$26.5M Buy
501,044
+35,713
+8% +$1.89M 6.42% 2
2021
Q3 		$24.8M Buy
465,331
+43,649
+10% +$2.34M 6.83% 2
2021
Q2 		$22.6M Buy
421,682
+63,998
+18% +$3.4M 6.39% 2
2021
Q1 		$18.9M Buy
357,684
+19,263
+6% +$1.03M 6.11% 2
2020
Q4 		$18.5M Buy
338,421
+12,395
+4% +$673K 6.28% 2
2020
Q3 		$17.7M Buy
326,026
+82,628
+34% +$4.51M 6.75% 1
2020
Q2 		$13.2M Buy
243,398
+30,706
+14% +$1.65M 5.69% 3
2020
Q1 		$11.2M Buy
212,692
+80,165
+60% +$4.21M 6.33% 1
2019
Q4 		$6.91M Buy
132,527
+21,377
+19% +$1.12M 3.43% 14
2019
Q3 		$5.83M Buy
+111,150
New +$5.79M 3.25% 16
2019
Q2 		– Sell
-4,269
Closed -$216K – 33
2019
Q1 		$216K Sell
4,269
-22
-0.5% -$1.09K 0.13% 33
2018
Q4 		$211K Buy
4,291
+22
+0.5% +$1.07K 0.15% 36
2018
Q3 		$210K Buy
4,269
+17
+0.4% +$839 0.13% 40
2018
Q2 		$210K Buy
+4,252
New +$210K 0.14% 47

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

Jacobson & Schmitt Advisors's IUSB Position: Q2 2026 in Review

Jacobson & Schmitt Advisors reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 1.7% in Q2 2026, selling an estimated $638K and leaving 783,510 shares worth $36.2M. The position accounts for 5.91% of the portfolio, ranked #2.

Jacobson & Schmitt Advisors first reported a position in IUSB in Q2 2018 and has held it in 32 quarters since. The position peaked at $36.8M in Q1 2026. 164 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Jacobson & Schmitt Advisors held 783,510 shares of iShares Core Universal USD Bond ETF worth $36.2M as of Q2 2026.
  • Jacobson & Schmitt Advisors sold 13,836 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $638K.
  • iShares Core Universal USD Bond ETF made up 5.91% of Jacobson & Schmitt Advisors's portfolio in Q2 2026, its #2 holding.
  • Jacobson & Schmitt Advisors first reported a position in iShares Core Universal USD Bond ETF in Q2 2018 and has held it in 32 quarters since.
  • Jacobson & Schmitt Advisors's iShares Core Universal USD Bond ETF position peaked at $36.8M in Q1 2026.
  • 164 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Jacobson & Schmitt Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.