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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
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

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
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $44.6B AUM 28.94% 1-Year Est. Return

JFS Wealth Advisors's IUSB Position: Q2 2026 in Review

JFS Wealth Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 27% in Q2 2026, buying an estimated $1.27M and bringing the position to 128,757 shares worth $5.94M. The position accounts for 0.3% of the portfolio, ranked #60.

JFS Wealth Advisors first reported a position in IUSB in Q4 2021 and has held it in 14 quarters since. 391 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • JFS Wealth Advisors held 128,757 shares of iShares Core Universal USD Bond ETF worth $5.94M as of Q2 2026.
  • JFS Wealth Advisors bought 27,514 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $1.27M.
  • iShares Core Universal USD Bond ETF made up 0.3% of JFS Wealth Advisors's portfolio in Q2 2026, its #60 holding.
  • JFS Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and has held it in 14 quarters since.
  • 391 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.