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One Wealth Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

One Wealth 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 		$28.7M Buy
621,674
+255,655
+70% +$11.8M 3.17% 5
2026
Q1 		$16.9M Buy
366,019
+22,668
+7% +$1.06M 2.11% 11
2025
Q4 		$16M Buy
343,351
+36,109
+12% +$1.69M 1.95% 16
2025
Q3 		$14.4M Sell
307,242
-75,238
-20% -$3.48M 1.8% 18
2025
Q2 		$17.7M Sell
382,480
-95,163
-20% -$4.34M 2.46% 10
2025
Q1 		$22M Sell
477,643
-15,669
-3% -$714K 3.29% 6
2024
Q4 		$22.3M Sell
493,312
-112,954
-19% -$5.18M 3.31% 8
2024
Q3 		$28.6M Buy
+606,266
New +$28.1M 4.38% 3
2024
Q2 		– Sell
-479,155
Closed -$21.8M – 248
2024
Q1 		$21.8M Buy
479,155
+193,585
+68% +$8.81M 3.8% 3
2023
Q4 		$13.2M Buy
285,570
+2,408
+0.9% +$106K 2.53% 8
2023
Q3 		$12.4M Sell
283,162
-13,739
-5% -$614K 2.75% 10
2023
Q2 		$13.5M Buy
296,901
+38,269
+15% +$1.75M 2.84% 9
2023
Q1 		$11.9M Buy
258,632
+9,043
+4% +$414K 2.76% 9
2022
Q4 		$11.2M Buy
249,589
+91,106
+57% +$4.08M 2.56% 8
2022
Q3 		$7.05M Buy
158,483
+3,234
+2% +$151K 2.31% 9
2022
Q2 		$7.27M Buy
155,249
+3,634
+2% +$173K 1.95% 12
2022
Q1 		$7.53M Buy
151,615
+16,547
+12% +$843K 1.84% 15
2021
Q4 		$7.15M Buy
135,068
+75,181
+126% +$3.99M 1.81% 14
2021
Q3 		$3.19M Buy
59,887
+18,894
+46% +$1.01M 0.93% 25
2021
Q2 		$2.19M Buy
+40,993
New +$2.18M 0.69% 24

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 Wealth Advisors's IUSB Position: Q2 2026 in Review

One Wealth Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 70% in Q2 2026, buying an estimated $11.8M and bringing the position to 621,674 shares worth $28.7M. The position accounts for 3.17% of the portfolio, ranked #5.

One Wealth Advisors first reported a position in IUSB in Q2 2021 and has held it in 20 quarters since. 856 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • One Wealth Advisors held 621,674 shares of iShares Core Universal USD Bond ETF worth $28.7M as of Q2 2026.
  • One Wealth Advisors bought 255,655 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $11.8M.
  • iShares Core Universal USD Bond ETF made up 3.17% of One Wealth Advisors's portfolio in Q2 2026, its #5 holding.
  • One Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q2 2021 and has held it in 20 quarters since.
  • 856 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.