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

Kovack 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
Q1 		$1.93M Sell
41,864
-1,006
-2% -$46.9K 0.1% 201
2025
Q4 		$2M Buy
42,870
+28,959
+208% +$1.35M 0.09% 203
2025
Q3 		$650K Sell
13,911
-8
-0.1% -$370 0.06% 269
2025
Q2 		$643K Buy
13,919
+16
+0.1% +$730 0.06% 271
2025
Q1 		$641K Buy
13,903
+7,593
+120% +$346K 0.07% 244
2024
Q4 		$285K Buy
6,310
+753
+14% +$34.6K 0.03% 463
2024
Q3 		$262K Buy
5,557
+227
+4% +$10.5K 0.03% 474
2024
Q2 		$241K Buy
+5,330
New +$240K 0.03% 474
2024
Q1 		– Sell
-5,182
Closed -$239K – 550
2023
Q4 		$239K Sell
5,182
-8,155
-61% -$360K 0.03% 478
2023
Q3 		$583K Sell
13,337
-207
-2% -$9.25K 0.08% 227
2023
Q2 		$616K Buy
13,544
+287
+2% +$13.1K 0.08% 249
2023
Q1 		$612K Buy
13,257
+3,878
+41% +$177K 0.08% 249
2022
Q4 		$421K Sell
9,379
-2,110
-18% -$94.4K 0.06% 320
2022
Q3 		$511K Sell
11,489
-355
-3% -$16.6K 0.08% 275
2022
Q2 		$555K Sell
11,844
-4,132
-26% -$196K 0.07% 287
2022
Q1 		$792K Buy
15,976
+5,917
+59% +$302K 0.08% 271
2021
Q4 		$532K Sell
10,059
-593
-6% -$31.4K 0.05% 371
2021
Q3 		$567K Buy
10,652
+912
+9% +$49K 0.06% 346
2021
Q2 		$521K Buy
9,740
+2,652
+37% +$141K 0.06% 343
2021
Q1 		$374K Buy
+7,088
New +$380K 0.05% 385
2020
Q3 		– Sell
-3,786
Closed -$206K – 544
2020
Q2 		$206K Buy
+3,786
New +$203K 0.04% 403
2020
Q1 		– Sell
-10,879
Closed -$567K – 513
2019
Q4 		$567K Buy
10,879
+2,808
+35% +$147K 0.1% 227
2019
Q3 		$423K Buy
8,071
+1,276
+19% +$66.5K 0.09% 261
2019
Q2 		$351K Buy
6,795
+4
+0.1% +$203 0.08% 269
2019
Q1 		$344K Buy
6,791
+3
+0% +$149 0.09% 261
2018
Q4 		$334K Buy
+6,788
New +$331K 0.1% 235

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Kovack Advisors's IUSB Position: Q1 2026 in Review

Kovack Advisors reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 2.3% in Q1 2026, selling an estimated $46.9K and leaving 41,864 shares worth $1.93M. The position accounts for 0.1% of the portfolio, ranked #201.

Kovack Advisors first reported a position in IUSB in Q4 2018 and has held it in 26 quarters since. The position peaked at $2M in Q4 2025. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Kovack Advisors held 41,864 shares of iShares Core Universal USD Bond ETF worth $1.93M as of Q1 2026.
  • Kovack Advisors sold 1,006 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $46.9K.
  • iShares Core Universal USD Bond ETF made up 0.1% of Kovack Advisors's portfolio in Q1 2026, its #201 holding.
  • Kovack Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2018 and has held it in 26 quarters since.
  • Kovack Advisors's iShares Core Universal USD Bond ETF position peaked at $2M in Q4 2025.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.