MAM
IUSB icon

Milestone Asset Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Milestone Asset 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 		– Sell
-131,069
Closed -$6.05M – 277
2026
Q1 		$6.05M Buy
+131,069
New +$6.11M 1.12% 17
2024
Q3 		– Sell
-98,805
Closed -$4.47M – 215
2024
Q2 		$4.47M Buy
+98,805
New +$4.44M 1.12% 18

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
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

Milestone Asset Management's IUSB Position: Q2 2026 in Review

Milestone Asset Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2026, closing a stake of 131,069 shares — an estimated $6.05M sold.

Milestone Asset Management first reported a position in IUSB in Q2 2024 and held it in 2 quarters. The position peaked at $6.05M in Q1 2026. 217 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Milestone Asset Management reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Milestone Asset Management sold 131,069 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $6.05M.
  • Milestone Asset Management first reported a position in iShares Core Universal USD Bond ETF in Q2 2024 and held it in 2 quarters.
  • Milestone Asset Management's iShares Core Universal USD Bond ETF position peaked at $6.05M in Q1 2026.
  • 217 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.