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

Magnolia Capital 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 		$1.05M Buy
22,694
+602
+3% +$27.8K 0.18% 139
2026
Q1 		$1.02M Buy
+22,092
New +$1.03M 0.2% 131

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

Magnolia Capital Advisors's IUSB Position: Q2 2026 in Review

Magnolia Capital Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 2.7% in Q2 2026, buying an estimated $27.8K and bringing the position to 22,694 shares worth $1.05M. The position accounts for 0.18% of the portfolio, ranked #139.

Magnolia Capital Advisors first reported a position in IUSB in Q1 2026 and has held it in 2 quarters since. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Magnolia Capital Advisors held 22,694 shares of iShares Core Universal USD Bond ETF worth $1.05M as of Q2 2026.
  • Magnolia Capital Advisors bought 602 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $27.8K.
  • iShares Core Universal USD Bond ETF made up 0.18% of Magnolia Capital Advisors's portfolio in Q2 2026, its #139 holding.
  • Magnolia Capital Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Magnolia Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.