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

PFG 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 		$10.8M Sell
233,566
-169,364
-42% -$7.81M 0.54% 34
2026
Q1 		$18.6M Buy
402,930
+28,720
+8% +$1.34M 0.91% 14
2025
Q4 		$17.4M Buy
374,210
+55,880
+18% +$2.61M 0.85% 18
2025
Q3 		$14.9M Buy
318,330
+11,296
+4% +$522K 0.61% 31
2025
Q2 		$14.2M Buy
307,034
+5,444
+2% +$248K 0.66% 23
2025
Q1 		$13.9M Buy
301,590
+23,437
+8% +$1.07M 0.78% 24
2024
Q4 		$12.6M Buy
278,153
+4,012
+1% +$184K 0.77% 25
2024
Q3 		$12.9M Buy
274,141
+19,417
+8% +$901K 0.81% 22
2024
Q2 		$11.5M Buy
254,724
+11,335
+5% +$510K 0.78% 23
2024
Q1 		$11.1M Buy
243,389
+4,063
+2% +$185K 0.81% 21
2023
Q4 		$11M Sell
239,326
-2,010
-0.8% -$88.8K 0.89% 16
2023
Q3 		$10.6M Buy
241,336
+128,542
+114% +$5.75M 0.95% 16
2023
Q2 		$5.13M Buy
112,794
+14,352
+15% +$657K 0.39% 58
2023
Q1 		$4.54M Buy
98,442
+8,621
+10% +$395K 0.38% 65
2022
Q4 		$4.04M Buy
89,821
+10,420
+13% +$466K 0.4% 54
2022
Q3 		$3.53M Buy
79,401
+19,367
+32% +$904K 0.4% 55
2022
Q2 		$2.81M Buy
60,034
+29,702
+98% +$1.41M 0.32% 68
2022
Q1 		$1.5M Buy
30,332
+8,156
+37% +$416K 0.15% 146
2021
Q4 		$1.17M Buy
22,176
+5,693
+35% +$302K 0.12% 220
2021
Q3 		$878K Buy
16,483
+8,851
+116% +$475K 0.1% 262
2021
Q2 		$408K Buy
7,632
+3,787
+98% +$201K 0.05% 355
2021
Q1 		$203K Buy
+3,845
New +$206K 0.03% 438

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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

PFG Advisors's IUSB Position: Q2 2026 in Review

PFG Advisors reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 42% in Q2 2026, selling an estimated $7.81M and leaving 233,566 shares worth $10.8M. The position accounts for 0.54% of the portfolio, ranked #34.

PFG Advisors first reported a position in IUSB in Q1 2021 and has held it in 22 quarters since. The position peaked at $18.6M in Q1 2026. 357 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • PFG Advisors held 233,566 shares of iShares Core Universal USD Bond ETF worth $10.8M as of Q2 2026.
  • PFG Advisors sold 169,364 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $7.81M.
  • iShares Core Universal USD Bond ETF made up 0.54% of PFG Advisors's portfolio in Q2 2026, its #34 holding.
  • PFG Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • PFG Advisors's iShares Core Universal USD Bond ETF position peaked at $18.6M in Q1 2026.
  • 357 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.