OAP
IUSB icon

One Advisory Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

One Advisory Partners’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 		$36.3M Buy
787,646
+76,529
+11% +$3.53M 9.89% 2
2026
Q1 		$32.8M Buy
711,117
+33,776
+5% +$1.57M 10.12% 2
2025
Q4 		$31.5M Buy
677,341
+29,746
+5% +$1.39M 9.51% 1
2025
Q3 		$30.3M Sell
647,595
-29,845
-4% -$1.38M 9.3% 1
2025
Q2 		$31.1M Sell
677,440
-10,051
-1% -$459K 10.38% 1
2025
Q1 		$31.7M Sell
687,491
-15,333
-2% -$699K 13.53% 2
2024
Q4 		$31.8M Sell
702,824
-93,310
-12% -$4.28M 14.1% 2
2024
Q3 		$37.5M Buy
796,134
+149,505
+23% +$6.94M 16.46% 2
2024
Q2 		$29.2M Buy
646,629
+24,309
+4% +$1.09M 13.48% 2
2024
Q1 		$28.4M Buy
622,320
+207,123
+50% +$9.43M 13.94% 2
2023
Q4 		$19.1M Sell
415,197
-54,978
-12% -$2.43M 10.04% 2
2023
Q3 		$20.6M Sell
470,175
-16,464
-3% -$736K 12.01% 2
2023
Q2 		$22.1M Buy
486,639
+17,686
+4% +$809K 12.45% 2
2023
Q1 		$21.6M Buy
468,953
+63,522
+16% +$2.91M 12.73% 2
2022
Q4 		$18.2M Buy
405,431
+94,494
+30% +$4.23M 11.61% 2
2022
Q3 		$13.8M Sell
310,937
-23,310
-7% -$1.09M 9.54% 2
2022
Q2 		$15.6M Buy
334,247
+850
+0.3% +$40.4K 10.37% 3
2022
Q1 		$16.5M Buy
333,397
+68,455
+26% +$3.49M 9.64% 3
2021
Q4 		$14M Buy
264,942
+27,917
+12% +$1.48M 7.99% 3
2021
Q3 		$12.6M Buy
237,025
+10,142
+4% +$545K 7.83% 4
2021
Q2 		$12.1M Buy
226,883
+23,793
+12% +$1.26M 7.46% 5
2021
Q1 		$10.7M Buy
+203,090
New +$10.9M 7.03% 5

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

One Advisory Partners's IUSB Position: Q2 2026 in Review

One Advisory Partners increased its iShares Core Universal USD Bond ETF (IUSB) stake by 11% in Q2 2026, buying an estimated $3.53M and bringing the position to 787,646 shares worth $36.3M. The position accounts for 9.89% of the portfolio, ranked #2.

One Advisory Partners first reported a position in IUSB in Q1 2021 and has held it in 22 quarters since. The position peaked at $37.5M in Q3 2024. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • One Advisory Partners held 787,646 shares of iShares Core Universal USD Bond ETF worth $36.3M as of Q2 2026.
  • One Advisory Partners bought 76,529 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $3.53M.
  • iShares Core Universal USD Bond ETF made up 9.89% of One Advisory Partners's portfolio in Q2 2026, its #2 holding.
  • One Advisory Partners first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • One Advisory Partners's iShares Core Universal USD Bond ETF position peaked at $37.5M in Q3 2024.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on One Advisory Partners's 13F filing for Q2 2026, filed 21 Jul 2026.