Lloyd Advisory Services’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Lloyd Advisory Services’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	$643K	Buy	13,931 +3,942	+39%	+$182K	0.25%	54
2026 Q1	$461K	Buy	9,989 +7,459	+295%	+$348K	0.13%	81
2025 Q4	$118K	Buy	+2,530	New	+$118K	0.05%	165
2022 Q2	–	Sell	-2,352	Closed	-$117K	–	307
2022 Q1	$117K	Buy	+2,352	New	+$120K	0.05%	149
2021 Q1	–	Sell	-13	Closed	-$1K	–	396
2020 Q4	$1K	Hold	13	–	–	﹤0.01%	340
2020 Q3	$1K	Hold	13	–	–	﹤0.01%	306
2020 Q2	$1K	Sell	13 -4	-24%	-$214	﹤0.01%	290
2020 Q1	$1K	Buy	+17	New	+$893	﹤0.01%	246

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Lloyd Advisory Services's IUSB Position: Q2 2026 in Review

Lloyd Advisory Services increased its iShares Core Universal USD Bond ETF (IUSB) stake by 39% in Q2 2026, buying an estimated $182K and bringing the position to 13,931 shares worth $643K. The position accounts for 0.25% of the portfolio, ranked #54.

Lloyd Advisory Services first reported a position in IUSB in Q1 2020 and has held it in 8 quarters since. 856 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Lloyd Advisory Services held 13,931 shares of iShares Core Universal USD Bond ETF worth $643K as of Q2 2026.
Lloyd Advisory Services bought 3,942 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $182K.
iShares Core Universal USD Bond ETF made up 0.25% of Lloyd Advisory Services's portfolio in Q2 2026, its #54 holding.
Lloyd Advisory Services first reported a position in iShares Core Universal USD Bond ETF in Q1 2020 and has held it in 8 quarters since.
856 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.