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

Mayflower Financial 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 		$14.7M Buy
317,974
+127,146
+67% +$5.86M 1.27% 15
2026
Q1 		$8.81M Buy
190,828
+11,101
+6% +$517K 1.07% 17
2025
Q4 		$8.36M Buy
179,727
+7,735
+4% +$362K 1.01% 22
2025
Q3 		$8.03M Sell
171,992
-26,545
-13% -$1.23M 1.01% 21
2025
Q2 		$9.18M Sell
198,537
-27,120
-12% -$1.24M 1.28% 15
2025
Q1 		$10.4M Buy
225,657
+10,981
+5% +$500K 1.58% 11
2024
Q4 		$9.7M Sell
214,676
-39,111
-15% -$1.8M 1.45% 10
2024
Q3 		$12M Buy
253,787
+59,953
+31% +$2.78M 1.8% 8
2024
Q2 		$8.77M Sell
193,834
-3,775
-2% -$170K 1.44% 9
2024
Q1 		$9.01M Buy
197,609
+78,486
+66% +$3.57M 1.51% 10
2023
Q4 		$5.49M Buy
119,123
+47,803
+67% +$2.11M 0.76% 32
2023
Q3 		$3.12M Sell
71,320
-24,246
-25% -$1.08M 0.47% 49
2023
Q2 		$4.35M Sell
95,566
-15,592
-14% -$713K 0.56% 44
2023
Q1 		$5.13M Buy
111,158
+22,023
+25% +$1.01M 0.67% 34
2022
Q4 		$4M Buy
89,135
+37,436
+72% +$1.67M 0.56% 40
2022
Q3 		$2.3M Buy
51,699
+19,410
+60% +$906K 0.37% 58
2022
Q2 		$1.51M Buy
32,289
+17,832
+123% +$847K 0.23% 85
2022
Q1 		$718K Buy
14,457
+8,654
+149% +$441K 0.1% 151
2021
Q4 		$307K Buy
+5,803
New +$308K 0.04% 261

Other funds holding IUSB

Envestnet Portfolio Solutions
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
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Mayflower Financial Advisors's IUSB Position: Q2 2026 in Review

Mayflower Financial Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 67% in Q2 2026, buying an estimated $5.86M and bringing the position to 317,974 shares worth $14.7M. The position accounts for 1.27% of the portfolio, ranked #15.

Mayflower Financial Advisors first reported a position in IUSB in Q4 2021 and has held it in 19 quarters since. 335 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Mayflower Financial Advisors held 317,974 shares of iShares Core Universal USD Bond ETF worth $14.7M as of Q2 2026.
  • Mayflower Financial Advisors bought 127,146 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $5.86M.
  • iShares Core Universal USD Bond ETF made up 1.27% of Mayflower Financial Advisors's portfolio in Q2 2026, its #15 holding.
  • Mayflower Financial Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 335 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.