LEA
IUSB icon

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

Legacy Edge 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 		$1.68M Sell
36,304
-769
-2% -$35.5K 0.22% 58
2026
Q1 		$1.71M Buy
37,073
+5,577
+18% +$260K 0.18% 69
2025
Q4 		$1.47M Buy
+31,496
New +$1.47M 0.16% 79

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Legacy Edge Advisors's IUSB Position: Q2 2026 in Review

Legacy Edge Advisors reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 2.1% in Q2 2026, selling an estimated $35.5K and leaving 36,304 shares worth $1.68M. The position accounts for 0.22% of the portfolio, ranked #58.

Legacy Edge Advisors first reported a position in IUSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.71M in Q1 2026. 620 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Legacy Edge Advisors held 36,304 shares of iShares Core Universal USD Bond ETF worth $1.68M as of Q2 2026.
  • Legacy Edge Advisors sold 769 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $35.5K.
  • iShares Core Universal USD Bond ETF made up 0.22% of Legacy Edge Advisors's portfolio in Q2 2026, its #58 holding.
  • Legacy Edge Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's iShares Core Universal USD Bond ETF position peaked at $1.71M in Q1 2026.
  • 620 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.