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

Pinion Investment 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 		$8.83M Buy
191,311
+21,343
+13% +$984K 1.68% 12
2026
Q1 		$7.85M Buy
169,968
+41,054
+32% +$1.91M 1.83% 11
2025
Q4 		$6M Buy
128,914
+33,085
+35% +$1.55M 1.46% 12
2025
Q3 		$4.51M Buy
95,829
+38,385
+67% +$1.78M 1.23% 16
2025
Q2 		$2.66M Sell
57,444
-29,116
-34% -$1.33M 0.92% 24
2025
Q1 		$3.99M Buy
86,560
+26,686
+45% +$1.22M 0.88% 23
2024
Q4 		$2.71M Buy
59,874
+25,149
+72% +$1.15M 1.08% 20
2024
Q3 		$1.64M Buy
34,725
+21,888
+171% +$1.02M 0.69% 28
2024
Q2 		$580K Buy
+12,837
New +$577K 0.29% 67

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Pinion Investment Advisors's IUSB Position: Q2 2026 in Review

Pinion Investment Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 13% in Q2 2026, buying an estimated $984K and bringing the position to 191,311 shares worth $8.83M. The position accounts for 1.68% of the portfolio, ranked #12.

Pinion Investment Advisors first reported a position in IUSB in Q2 2024 and has held it in 9 quarters since. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Pinion Investment Advisors held 191,311 shares of iShares Core Universal USD Bond ETF worth $8.83M as of Q2 2026.
  • Pinion Investment Advisors bought 21,343 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $984K.
  • iShares Core Universal USD Bond ETF made up 1.68% of Pinion Investment Advisors's portfolio in Q2 2026, its #12 holding.
  • Pinion Investment Advisors first reported a position in iShares Core Universal USD Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Pinion Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.