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Oxinas Partners Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Oxinas Partners Wealth Management’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 		$828K Buy
17,934
+391
+2% +$18K 0.33% 64
2026
Q1 		$810K Buy
17,543
+10,647
+154% +$496K 0.37% 58
2025
Q4 		$321K Buy
6,896
+373
+6% +$17.4K 0.15% 100
2025
Q3 		$305K Sell
6,523
-181
-3% -$8.37K 0.16% 97
2025
Q2 		$310K Buy
+6,704
New +$306K 0.16% 100

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

Oxinas Partners Wealth Management's IUSB Position: Q2 2026 in Review

Oxinas Partners Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 2.2% in Q2 2026, buying an estimated $18K and bringing the position to 17,934 shares worth $828K. The position accounts for 0.33% of the portfolio, ranked #64.

Oxinas Partners Wealth Management first reported a position in IUSB in Q2 2025 and has held it in 5 quarters since. 243 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Oxinas Partners Wealth Management held 17,934 shares of iShares Core Universal USD Bond ETF worth $828K as of Q2 2026.
  • Oxinas Partners Wealth Management bought 391 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $18K.
  • iShares Core Universal USD Bond ETF made up 0.33% of Oxinas Partners Wealth Management's portfolio in Q2 2026, its #64 holding.
  • Oxinas Partners Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 243 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Oxinas Partners Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.