N.E.W. Advisory Services’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.28K Sell
136
-56
-29% -$2.58K ﹤0.01% 717
2026
Q1
$8.87K Hold
192
﹤0.01% 657
2025
Q4
$8.94K Sell
192
-36
-16% -$1.68K ﹤0.01% 633
2025
Q3
$10.7K Sell
228
-319
-58% -$14.8K ﹤0.01% 569
2025
Q2
$25.3K Sell
547
-547
-50% -$25K ﹤0.01% 417
2025
Q1
$50.4K Buy
+1,094
New +$49.9K ﹤0.01% 356

Other funds holding IUSB

N.E.W. Advisory Services's IUSB Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 29% in Q2 2026, selling an estimated $2.58K and leaving 136 shares worth $6.28K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

N.E.W. Advisory Services first reported a position in IUSB in Q1 2025 and has held it in 6 quarters since. The position peaked at $50.4K in Q1 2025. 854 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • N.E.W. Advisory Services held 136 shares of iShares Core Universal USD Bond ETF worth $6.28K as of Q2 2026.
  • N.E.W. Advisory Services sold 56 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $2.58K.
  • iShares Core Universal USD Bond ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #717 holding.
  • N.E.W. Advisory Services first reported a position in iShares Core Universal USD Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • N.E.W. Advisory Services's iShares Core Universal USD Bond ETF position peaked at $50.4K in Q1 2025.
  • 854 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.