JFS Wealth Advisors
IUSB icon

JFS Wealth Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

JFS Wealth 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 		$7.02M Buy
159,312
+30,555
+24% +$1.38M 0.35% 55
2026
Q2 		$5.94M Buy
128,757
+27,514
+27% +$1.27M 0.3% 60
2026
Q1 		$4.68M Buy
101,243
+100,643
+16,774% +$4.69M 0.26% 67
2025
Q4 		$27.9K Buy
600
+6
+1% +$280 ﹤0.01% 659
2025
Q3 		$27.8K Sell
594
-65
-10% -$3.01K ﹤0.01% 624
2025
Q2 		$30.5K Sell
659
-2,207
-77% -$101K ﹤0.01% 562
2025
Q1 		$132K Buy
2,866
+2,372
+480% +$108K 0.01% 343
2024
Q4 		$22.3K Sell
494
-97
-16% -$4.45K ﹤0.01% 615
2024
Q3 		$27.8K Buy
591
+5
+0.9% +$232 ﹤0.01% 574
2024
Q2 		$26.5K Sell
586
-2,026
-78% -$91.1K ﹤0.01% 539
2024
Q1 		$119K Buy
2,612
+3
+0.1% +$137 0.01% 296
2023
Q4 		$120K Buy
2,609
+181
+7% +$8K 0.01% 278
2023
Q3 		$106K Buy
2,428
+318
+15% +$14.2K 0.01% 272
2023
Q2 		$95.9K Buy
+2,110
New +$96.6K 0.01% 281
2022
Q1 		– Sell
-22
Closed -$1K – 1892
2021
Q4 		$1K Buy
+22
New +$1.17K ﹤0.01% 1415

Other funds holding IUSB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

JFS Wealth Advisors's IUSB Position: Q3 2026 in Review

JFS Wealth Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 24% in Q3 2026, buying an estimated $1.38M and bringing the position to 159,312 shares worth $7.02M. The position accounts for 0.35% of the portfolio, ranked #55.

JFS Wealth Advisors first reported a position in IUSB in Q4 2021 and has held it in 15 quarters since. 786 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • JFS Wealth Advisors held 159,312 shares of iShares Core Universal USD Bond ETF worth $7.02M as of Q3 2026.
  • JFS Wealth Advisors bought 30,555 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $1.38M.
  • iShares Core Universal USD Bond ETF made up 0.35% of JFS Wealth Advisors's portfolio in Q3 2026, its #55 holding.
  • JFS Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and has held it in 15 quarters since.
  • 786 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.