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LongView Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

LongView Wealth Management’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 		$2.03M Buy
43,961
+14,690
+50% +$677K 0.52% 48
2026
Q1 		$1.36M Buy
29,271
+680
+2% +$31.7K 0.34% 68
2025
Q4 		$1.33M Buy
28,591
+18,821
+193% +$880K 0.32% 67
2025
Q3 		$456K Sell
9,770
-443
-4% -$20.5K 0.12% 131
2025
Q2 		$472K Sell
10,213
-1,774
-15% -$81K 0.14% 123
2025
Q1 		$552K Buy
11,987
+203
+2% +$9.25K 0.17% 110
2024
Q4 		$533K Buy
11,784
+593
+5% +$27.2K 0.16% 112
2024
Q3 		$527K Buy
11,191
+1,005
+10% +$46.6K 0.17% 107
2024
Q2 		$461K Sell
10,186
-159
-2% -$7.15K 0.17% 104
2024
Q1 		$472K Sell
10,345
-2,735
-21% -$124K 0.19% 105
2023
Q4 		$598K Buy
+13,080
New +$578K 0.27% 83

Other funds holding IUSB

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 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
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LongView Wealth Management's IUSB Position: Q2 2026 in Review

LongView Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 50% in Q2 2026, buying an estimated $677K and bringing the position to 43,961 shares worth $2.03M. The position accounts for 0.52% of the portfolio, ranked #48.

LongView Wealth Management first reported a position in IUSB in Q4 2023 and has held it in 11 quarters since. 164 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • LongView Wealth Management held 43,961 shares of iShares Core Universal USD Bond ETF worth $2.03M as of Q2 2026.
  • LongView Wealth Management bought 14,690 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $677K.
  • iShares Core Universal USD Bond ETF made up 0.52% of LongView Wealth Management's portfolio in Q2 2026, its #48 holding.
  • LongView Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 164 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.