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

Parallel 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
Q1 		$1.76M Sell
38,152
-17,862
-32% -$832K 0.03% 328
2025
Q4 		$2.61M Buy
56,014
+5,484
+11% +$256K 0.05% 242
2025
Q3 		$2.36M Buy
50,530
+25
+0% +$1.16K 0.04% 255
2025
Q2 		$2.33M Buy
50,505
+10,471
+26% +$478K 0.05% 245
2025
Q1 		$1.84M Sell
40,034
-148
-0.4% -$6.75K 0.04% 266
2024
Q4 		$1.82M Buy
40,182
+38,865
+2,951% +$1.78M 0.04% 262
2024
Q3 		$62.1K Buy
1,317
+107
+9% +$4.96K ﹤0.01% 1491
2024
Q2 		$54.7K Hold
1,210
– – ﹤0.01% 1473
2024
Q1 		$55.2K Sell
1,210
-1,262
-51% -$57.4K ﹤0.01% 1454
2023
Q4 		$114K Buy
2,472
+2,251
+1,019% +$99.5K ﹤0.01% 1062
2023
Q3 		$9.67K Buy
221
+44
+25% +$1.97K ﹤0.01% 2219
2023
Q2 		$8.05K Sell
177
-1,608
-90% -$73.6K ﹤0.01% 2258
2023
Q1 		$82.4K Sell
1,785
-1,635
-48% -$74.8K ﹤0.01% 1135
2022
Q4 		$154K Buy
3,420
+1,377
+67% +$61.6K 0.01% 818
2022
Q3 		$91K Sell
2,043
-4,568
-69% -$213K ﹤0.01% 1008
2022
Q2 		$310K Sell
6,611
-3,099
-32% -$147K 0.01% 523
2022
Q1 		$482K Sell
9,710
-2,332
-19% -$119K 0.02% 440
2021
Q4 		$637K Sell
12,042
-1,358
-10% -$72K 0.02% 374
2021
Q3 		$713K Buy
13,400
+10,140
+311% +$545K 0.03% 320
2021
Q2 		$174K Buy
3,260
+1,601
+97% +$85K 0.01% 738
2021
Q1 		$88K Buy
1,659
+107
+7% +$5.73K ﹤0.01% 934
2020
Q4 		$85K Hold
1,552
– – ﹤0.01% 868
2020
Q3 		$84K Hold
1,552
– – 0.01% 849
2020
Q2 		$84K Hold
1,552
– – 0.01% 830
2020
Q1 		$81K Sell
1,552
-30,972
-95% -$1.63M 0.01% 765
2019
Q4 		$1.7M Buy
32,524
+554
+2% +$28.9K 0.13% 129
2019
Q3 		$1.68M Buy
31,970
+5,628
+21% +$293K 0.14% 121
2019
Q2 		$1.36M Sell
26,342
-1,100
-4% -$55.8K 0.13% 116
2019
Q1 		$1.39M Buy
27,442
+814
+3% +$40.5K 0.16% 107
2018
Q4 		$1.31M Sell
26,628
-1,310
-5% -$63.8K 0.18% 92
2018
Q3 		$1.37M Buy
27,938
+369
+1% +$18.2K 0.17% 100
2018
Q2 		$1.36M Buy
27,569
+23,125
+520% +$1.14M 0.19% 93
2018
Q1 		$222K Buy
+4,444
New +$222K 0.03% 302

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Parallel Advisors's IUSB Position: Q1 2026 in Review

Parallel Advisors reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 32% in Q1 2026, selling an estimated $832K and leaving 38,152 shares worth $1.76M. The position accounts for 0.03% of the portfolio, ranked #328.

Parallel Advisors first reported a position in IUSB in Q1 2018 and has held it in 33 quarters since. The position peaked at $2.61M in Q4 2025. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Parallel Advisors held 38,152 shares of iShares Core Universal USD Bond ETF worth $1.76M as of Q1 2026.
  • Parallel Advisors sold 17,862 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $832K.
  • iShares Core Universal USD Bond ETF made up 0.03% of Parallel Advisors's portfolio in Q1 2026, its #328 holding.
  • Parallel Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2018 and has held it in 33 quarters since.
  • Parallel Advisors's iShares Core Universal USD Bond ETF position peaked at $2.61M in Q4 2025.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.