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Patton Albertson Miller Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Patton Albertson Miller Group’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 		$897K Sell
19,434
-5,120
-21% -$236K 0.09% 128
2026
Q1 		$1.13M Sell
24,554
-215
-0.9% -$10K 0.13% 110
2025
Q4 		$1.15M Sell
24,769
-414
-2% -$19.4K 0.14% 112
2025
Q3 		$1.18M Hold
25,183
– – 0.14% 108
2025
Q2 		$1.16M Sell
25,183
-3,195
-11% -$146K 0.15% 107
2025
Q1 		$1.31M Buy
28,378
+23,760
+515% +$1.08M 0.19% 103
2024
Q4 		$209K Buy
+4,618
New +$212K 0.03% 211
2024
Q2 		– Sell
-19,919
Closed -$908K – 210
2024
Q1 		$908K Sell
19,919
-97,482
-83% -$4.44M 0.14% 111
2023
Q4 		$5.41M Buy
117,401
+60,204
+105% +$2.66M 0.9% 44
2023
Q3 		$2.5M Sell
57,197
-32,705
-36% -$1.46M 0.49% 74
2023
Q2 		$4.09M Sell
89,902
-224,679
-71% -$10.3M 0.79% 45
2023
Q1 		$14.5M Sell
314,581
-221,367
-41% -$10.1M 2.66% 3
2022
Q4 		$24.1M Buy
535,948
+515,490
+2,520% +$23.1M 4.42% 2
2022
Q3 		$910K Sell
20,458
-15,068
-42% -$703K 0.2% 117
2022
Q2 		$1.66M Sell
35,526
-28,476
-44% -$1.35M 0.34% 91
2022
Q1 		$3.18M Sell
64,002
-74,883
-54% -$3.82M 0.55% 67
2021
Q4 		$7.35M Buy
+138,885
New +$7.36M 1.19% 16

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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Patton Albertson Miller Group's IUSB Position: Q2 2026 in Review

Patton Albertson Miller Group reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 21% in Q2 2026, selling an estimated $236K and leaving 19,434 shares worth $897K. The position accounts for 0.09% of the portfolio, ranked #128.

Patton Albertson Miller Group first reported a position in IUSB in Q4 2021 and has held it in 17 quarters since. The position peaked at $24.1M in Q4 2022. 425 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Patton Albertson Miller Group held 19,434 shares of iShares Core Universal USD Bond ETF worth $897K as of Q2 2026.
  • Patton Albertson Miller Group sold 5,120 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $236K.
  • iShares Core Universal USD Bond ETF made up 0.09% of Patton Albertson Miller Group's portfolio in Q2 2026, its #128 holding.
  • Patton Albertson Miller Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • Patton Albertson Miller Group's iShares Core Universal USD Bond ETF position peaked at $24.1M in Q4 2022.
  • 425 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Patton Albertson Miller Group's 13F filing for Q2 2026, filed 22 Jul 2026.