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OneDigital Investment Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

OneDigital Investment 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 		$391M Buy
8,476,864
+886,438
+12% +$40.9M 3.3% 2
2026
Q1 		$351M Buy
7,590,426
+729,973
+11% +$34M 3.43% 2
2025
Q4 		$319M Buy
6,860,453
+193,248
+3% +$9.03M 3.13% 2
2025
Q3 		$311M Sell
6,667,205
-51,512
-0.8% -$2.38M 3.2% 2
2025
Q2 		$311M Sell
6,718,717
-986,101
-13% -$45M 3.45% 2
2025
Q1 		$355M Sell
7,704,818
-10,511
-0.1% -$479K 4.21% 2
2024
Q4 		$349M Sell
7,715,329
-824,009
-10% -$37.8M 4.04% 2
2024
Q3 		$402M Buy
8,539,338
+1,383,615
+19% +$64.2M 4.6% 2
2024
Q2 		$324M Buy
7,155,723
+1,794,691
+33% +$80.7M 4.04% 2
2024
Q1 		$244M Buy
5,361,032
+1,639,119
+44% +$74.6M 3.84% 2
2023
Q4 		$171M Buy
3,721,913
+267,003
+8% +$11.8M 3% 2
2023
Q3 		$151M Buy
3,454,910
+853,405
+33% +$38.1M 3.27% 2
2023
Q2 		$118M Buy
2,601,505
+307,747
+13% +$14.1M 2.62% 3
2023
Q1 		$106M Buy
2,293,758
+871,030
+61% +$39.9M 2.48% 3
2022
Q4 		$63.9M Buy
1,422,728
+1,068,857
+302% +$47.8M 1.85% 9
2022
Q3 		$15.7M Buy
+353,871
New +$16.5M 0.58% 34
2019
Q2 		– Sell
-2,061
Closed -$104K – 1230
2019
Q1 		$104K Buy
+2,061
New +$103K 0.02% 365

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 1-Year Est. Return

OneDigital Investment Advisors's IUSB Position: Q2 2026 in Review

OneDigital Investment Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 12% in Q2 2026, buying an estimated $40.9M and bringing the position to 8,476,864 shares worth $391M. The position accounts for 3.3% of the portfolio, ranked #2.

OneDigital Investment Advisors first reported a position in IUSB in Q1 2019 and has held it in 17 quarters since. The position peaked at $402M in Q3 2024. 861 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • OneDigital Investment Advisors held 8,476,864 shares of iShares Core Universal USD Bond ETF worth $391M as of Q2 2026.
  • OneDigital Investment Advisors bought 886,438 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $40.9M.
  • iShares Core Universal USD Bond ETF made up 3.3% of OneDigital Investment Advisors's portfolio in Q2 2026, its #2 holding.
  • OneDigital Investment Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2019 and has held it in 17 quarters since.
  • OneDigital Investment Advisors's iShares Core Universal USD Bond ETF position peaked at $402M in Q3 2024.
  • 861 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.