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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 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

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. 860 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.
  • 860 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.