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

Maia Wealth’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	$2.71M	Sell	58,794 -3,929	-6%	-$181K	0.4%	78
2026 Q1	$2.9M	Sell	62,723 -5,912	-9%	-$276K	0.49%	58
2025 Q4	$3.22M	Sell	68,635 -4,387	-6%	-$205K	0.55%	49
2025 Q3	$3.41M	Sell	73,022 -28,342	-28%	-$1.31M	0.57%	41
2025 Q2	$4.69M	Sell	101,364 -10,747	-10%	-$490K	0.89%	23
2025 Q1	$5.09M	Buy	112,111 +4,210	+4%	+$192K	1.15%	18
2024 Q4	$4.91M	Sell	107,901 -40,041	-27%	-$1.84M	1.06%	20
2024 Q3	$6.81M	Buy	147,942 +48,651	+49%	+$2.26M	1.68%	9
2024 Q2	$4.53M	Buy	+99,291	New	+$4.46M	1.36%	16
2023 Q4	$3.18M	Buy	+69,085	New	+$3.05M	1.28%	15

Other funds holding IUSB

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Maia Wealth's IUSB Position: Q2 2026 in Review

Maia Wealth reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 6.3% in Q2 2026, selling an estimated $181K and leaving 58,794 shares worth $2.71M. The position accounts for 0.4% of the portfolio, ranked #78.

Maia Wealth first reported a position in IUSB in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.81M in Q3 2024. 356 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Maia Wealth held 58,794 shares of iShares Core Universal USD Bond ETF worth $2.71M as of Q2 2026.
Maia Wealth sold 3,929 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $181K.
iShares Core Universal USD Bond ETF made up 0.4% of Maia Wealth's portfolio in Q2 2026, its #78 holding.
Maia Wealth first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 10 quarters since.
Maia Wealth's iShares Core Universal USD Bond ETF position peaked at $6.81M in Q3 2024.
356 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.