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

Pacific Capital 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 		$219K Hold
4,755
– – 0.03% 85
2026
Q1 		$220K Buy
+4,755
New +$222K 0.04% 84
2025
Q1 		– Sell
-5
Closed -$226 – 220
2024
Q4 		$226 Hold
5
– – ﹤0.01% 377
2024
Q3 		$236 Hold
5
– – ﹤0.01% 466
2024
Q2 		$226 Hold
5
– – ﹤0.01% 491
2024
Q1 		$228 Hold
5
– – ﹤0.01% 501
2023
Q4 		$230 Buy
+5
New +$221 ﹤0.01% 324

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

Pacific Capital Wealth Advisors's IUSB Position: Q2 2026 in Review

Pacific Capital Wealth Advisors held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q2 2026 at 4,755 shares worth $219K. The position accounts for 0.03% of the portfolio, ranked #85.

Pacific Capital Wealth Advisors first reported a position in IUSB in Q4 2023 and has held it in 7 quarters since. The position peaked at $220K in Q1 2026. 188 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Pacific Capital Wealth Advisors held 4,755 shares of iShares Core Universal USD Bond ETF worth $219K as of Q2 2026.
  • Pacific Capital Wealth Advisors left its iShares Core Universal USD Bond ETF share count unchanged in Q2 2026.
  • iShares Core Universal USD Bond ETF made up 0.03% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #85 holding.
  • Pacific Capital Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 7 quarters since.
  • Pacific Capital Wealth Advisors's iShares Core Universal USD Bond ETF position peaked at $220K in Q1 2026.
  • 188 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.