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

Pinnacle Family 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 		$1.06M Buy
22,958
+9,259
+68% +$427K 0.44% 42
2026
Q1 		$633K Buy
13,699
+810
+6% +$37.7K 0.3% 56
2025
Q4 		$600K Sell
12,889
-1,917
-13% -$89.6K 0.26% 68
2025
Q3 		$692K Sell
14,806
-360
-2% -$16.6K 0.3% 53
2025
Q2 		$701K Sell
15,166
-3,914
-21% -$179K 0.34% 55
2025
Q1 		$879K Sell
19,080
-5,046
-21% -$230K 0.48% 47
2024
Q4 		$1.09M Buy
24,126
+4,072
+20% +$187K 0.53% 40
2024
Q3 		$945K Sell
20,054
-113
-0.6% -$5.24K 0.49% 43
2024
Q2 		$912K Sell
20,167
-217
-1% -$9.76K 0.5% 37
2024
Q1 		$929K Buy
20,384
+7,443
+58% +$339K 0.5% 36
2023
Q4 		$596K Sell
12,941
-250
-2% -$11K 0.35% 45
2023
Q3 		$577K Sell
13,191
-1,763
-12% -$78.8K 0.33% 47
2023
Q2 		$680K Buy
14,954
+1,060
+8% +$48.5K 0.37% 46
2023
Q1 		$641K Buy
13,894
+717
+5% +$32.8K 0.39% 51
2022
Q4 		$592K Buy
13,177
+3,054
+30% +$137K 0.42% 42
2022
Q3 		$450K Sell
10,123
-169
-2% -$7.88K 0.39% 45
2022
Q2 		$482K Buy
10,292
+398
+4% +$18.9K 0.39% 54
2022
Q1 		$491K Buy
9,894
+1,277
+15% +$65.1K 0.26% 69
2021
Q4 		$456K Buy
8,617
+3,480
+68% +$185K 0.21% 68
2021
Q3 		$273K Buy
5,137
+17
+0.3% +$913 0.12% 111
2021
Q2 		$274K Buy
+5,120
New +$272K 0.12% 107

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

Pinnacle Family Advisors's IUSB Position: Q2 2026 in Review

Pinnacle Family Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 68% in Q2 2026, buying an estimated $427K and bringing the position to 22,958 shares worth $1.06M. The position accounts for 0.44% of the portfolio, ranked #42.

Pinnacle Family Advisors first reported a position in IUSB in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.09M in Q4 2024. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Pinnacle Family Advisors held 22,958 shares of iShares Core Universal USD Bond ETF worth $1.06M as of Q2 2026.
  • Pinnacle Family Advisors bought 9,259 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $427K.
  • iShares Core Universal USD Bond ETF made up 0.44% of Pinnacle Family Advisors's portfolio in Q2 2026, its #42 holding.
  • Pinnacle Family Advisors first reported a position in iShares Core Universal USD Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • Pinnacle Family Advisors's iShares Core Universal USD Bond ETF position peaked at $1.09M in Q4 2024.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.