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

Kingswood 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 		$1.13M Sell
24,542
-3,381
-12% -$156K 0.05% 378
2026
Q1 		$1.29M Buy
27,923
+3,594
+15% +$167K 0.06% 318
2025
Q4 		$1.13M Sell
24,329
-5,711
-19% -$267K 0.05% 326
2025
Q3 		$1.4M Buy
30,040
+3,196
+12% +$148K 0.08% 245
2025
Q2 		$1.24M Sell
26,844
-5,595
-17% -$255K 0.1% 223
2025
Q1 		$1.49M Buy
32,439
+1,595
+5% +$72.7K 0.14% 176
2024
Q4 		$1.39M Sell
30,844
-2,168
-7% -$99.5K 0.1% 206
2024
Q3 		$1.56M Buy
33,012
+11,748
+55% +$545K 0.11% 211
2024
Q2 		$962K Buy
21,264
+9,095
+75% +$409K 0.09% 245
2024
Q1 		$555K Buy
12,169
+480
+4% +$21.8K 0.06% 324
2023
Q4 		$539K Buy
11,689
+1,876
+19% +$82.9K 0.06% 332
2023
Q3 		$429K Buy
+9,813
New +$439K 0.07% 278

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Kingswood Wealth Advisors reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 12% in Q2 2026, selling an estimated $156K and leaving 24,542 shares worth $1.13M. The position accounts for 0.05% of the portfolio, ranked #378.

Kingswood Wealth Advisors first reported a position in IUSB in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.56M in Q3 2024. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Kingswood Wealth Advisors held 24,542 shares of iShares Core Universal USD Bond ETF worth $1.13M as of Q2 2026.
  • Kingswood Wealth Advisors sold 3,381 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $156K.
  • iShares Core Universal USD Bond ETF made up 0.05% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #378 holding.
  • Kingswood Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Kingswood Wealth Advisors's iShares Core Universal USD Bond ETF position peaked at $1.56M in Q3 2024.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.