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Petros Family Wealth’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Petros Family Wealth’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 		$930K Sell
20,161
-1,121
-5% -$51.7K 0.57% 47
2026
Q1 		$983K Sell
21,282
-2,069
-9% -$96.4K 0.7% 42
2025
Q4 		$1.09M Buy
+23,351
New +$1.09M 0.72% 41

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
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Petros Family Wealth's IUSB Position: Q2 2026 in Review

Petros Family Wealth reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 5.3% in Q2 2026, selling an estimated $51.7K and leaving 20,161 shares worth $930K. The position accounts for 0.57% of the portfolio, ranked #47.

Petros Family Wealth first reported a position in IUSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.09M in Q4 2025. 326 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Petros Family Wealth held 20,161 shares of iShares Core Universal USD Bond ETF worth $930K as of Q2 2026.
  • Petros Family Wealth sold 1,121 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $51.7K.
  • iShares Core Universal USD Bond ETF made up 0.57% of Petros Family Wealth's portfolio in Q2 2026, its #47 holding.
  • Petros Family Wealth first reported a position in iShares Core Universal USD Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Petros Family Wealth's iShares Core Universal USD Bond ETF position peaked at $1.09M in Q4 2025.
  • 326 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Petros Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.