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

Latitude 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	$1.69M	Buy	36,617 +6,200	+20%	+$286K	0.67%	35
2026 Q1	$1.4M	Buy	30,417 +1,309	+4%	+$61K	0.64%	36
2025 Q4	$1.35M	Buy	29,108 +2,665	+10%	+$125K	0.6%	37
2025 Q3	$1.24M	Buy	26,443 +389	+1%	+$18K	0.56%	38
2025 Q2	$1.2M	Sell	26,054 -1,047	-4%	-$47.8K	0.61%	35
2025 Q1	$1.25M	Buy	27,101 +828	+3%	+$37.7K	0.73%	31
2024 Q4	$1.19M	Buy	26,273 +700	+3%	+$32.1K	0.67%	35
2024 Q3	$1.21M	Buy	25,573 +5,611	+28%	+$260K	0.68%	32
2024 Q2	$903K	Buy	19,962 +5,780	+41%	+$260K	0.55%	40
2024 Q1	$647K	Buy	14,182 +4,928	+53%	+$224K	0.4%	56
2023 Q4	$426K	Sell	9,254 -1,101	-11%	-$48.7K	0.3%	87
2023 Q3	$453K	Buy	10,355 +2,595	+33%	+$116K	0.32%	75
2023 Q2	$353K	Buy	7,760 +3,327	+75%	+$152K	0.25%	98
2023 Q1	$205K	Buy	+4,433	New	+$203K	0.15%	158
2022 Q2	–	Sell	-42,298	Closed	-$2.1M	–	222
2022 Q1	$2.1M	Buy	42,298 +19,208	+83%	+$979K	0.47%	35
2021 Q4	$1.22M	Buy	23,090 +1,405	+6%	+$74.5K	0.34%	54
2021 Q3	$1.16M	Buy	21,685 +12,198	+129%	+$655K	0.37%	46
2021 Q2	$507K	Buy	+9,487	New	+$504K	0.38%	56

Other funds holding IUSB

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

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Latitude Advisors's IUSB Position: Q2 2026 in Review

Latitude Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 20% in Q2 2026, buying an estimated $286K and bringing the position to 36,617 shares worth $1.69M. The position accounts for 0.67% of the portfolio, ranked #35.

Latitude Advisors first reported a position in IUSB in Q2 2021 and has held it in 18 quarters since. The position peaked at $2.1M in Q1 2022. 403 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Latitude Advisors held 36,617 shares of iShares Core Universal USD Bond ETF worth $1.69M as of Q2 2026.
Latitude Advisors bought 6,200 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $286K.
iShares Core Universal USD Bond ETF made up 0.67% of Latitude Advisors's portfolio in Q2 2026, its #35 holding.
Latitude Advisors first reported a position in iShares Core Universal USD Bond ETF in Q2 2021 and has held it in 18 quarters since.
Latitude Advisors's iShares Core Universal USD Bond ETF position peaked at $2.1M in Q1 2022.
403 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.