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NorthAvenue LLC’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

NorthAvenue LLC’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 		$739 Buy
+16
New +$738 ﹤0.01% 244

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

NorthAvenue LLC's IUSB Position: Q2 2026 in Review

NorthAvenue LLC opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q2 2026: 16 shares worth $739. The stake represents ﹤0.01% of the portfolio and ranks #244 among its holdings.

220 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • NorthAvenue LLC held 16 shares of iShares Core Universal USD Bond ETF worth $739 as of Q2 2026.
  • iShares Core Universal USD Bond ETF was a new NorthAvenue LLC position in Q2 2026.
  • iShares Core Universal USD Bond ETF made up ﹤0.01% of NorthAvenue LLC's portfolio in Q2 2026, its #244 holding.
  • 220 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.