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

LexAurum 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 		$1.06M Buy
23,063
+562
+2% +$25.9K 0.12% 147
2026
Q1 		$1.04M Buy
+22,501
New +$1.05M 0.13% 136
2025
Q3 		$1.42M Sell
30,294
-6,697
-18% -$310K 0.2% 93
2025
Q2 		$1.71M Buy
36,991
+1,561
+4% +$71.2K 0.27% 77
2025
Q1 		$1.63M Buy
35,430
+2,296
+7% +$105K 0.31% 62
2024
Q4 		$1.5M Sell
33,134
-1,471
-4% -$67.5K 0.3% 68
2024
Q3 		$1.63M Buy
34,605
+2,086
+6% +$96.8K 0.36% 54
2024
Q2 		$1.47M Buy
32,519
+780
+2% +$35.1K 0.36% 54
2024
Q1 		$1.45M Buy
31,739
+9,002
+40% +$410K 0.36% 56
2023
Q4 		$1.05M Sell
22,737
-543
-2% -$24K 0.27% 81
2023
Q3 		$1.02M Sell
23,280
-896
-4% -$40K 0.3% 75
2023
Q2 		$1.1M Buy
24,176
+431
+2% +$19.7K 0.33% 63
2023
Q1 		$1.1M Buy
23,745
+4,369
+23% +$200K 0.36% 59
2022
Q4 		$871K Buy
19,376
+6,597
+52% +$295K 0.31% 66
2022
Q3 		$569K Buy
12,779
+62
+0.5% +$2.89K 0.22% 100
2022
Q2 		$595K Buy
12,717
+195
+2% +$9.27K 0.22% 97
2022
Q1 		$621K Buy
12,522
+54
+0.4% +$2.75K 0.2% 107
2021
Q4 		$660K Buy
12,468
+2,613
+27% +$139K 0.21% 98
2021
Q3 		$525K Buy
9,855
+2,748
+39% +$148K 0.16% 159
2021
Q2 		$380K Buy
+7,107
New +$378K 0.11% 197

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

LexAurum Advisors's IUSB Position: Q2 2026 in Review

LexAurum Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 2.5% in Q2 2026, buying an estimated $25.9K and bringing the position to 23,063 shares worth $1.06M. The position accounts for 0.12% of the portfolio, ranked #147.

LexAurum Advisors first reported a position in IUSB in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.71M in Q2 2025. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • LexAurum Advisors held 23,063 shares of iShares Core Universal USD Bond ETF worth $1.06M as of Q2 2026.
  • LexAurum Advisors bought 562 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $25.9K.
  • iShares Core Universal USD Bond ETF made up 0.12% of LexAurum Advisors's portfolio in Q2 2026, its #147 holding.
  • LexAurum Advisors first reported a position in iShares Core Universal USD Bond ETF in Q2 2021 and has held it in 20 quarters since.
  • LexAurum Advisors's iShares Core Universal USD Bond ETF position peaked at $1.71M in Q2 2025.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.