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 Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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. 857 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.
857 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.