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Portfolio Resources Advisor Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Portfolio Resources Advisor 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 		$7.96M Buy
172,509
+48,437
+39% +$2.23M 6.73% 3
2026
Q1 		$5.73M Buy
124,072
+10,334
+9% +$482K 5.69% 4
2025
Q4 		$5.29M Buy
+113,738
New +$5.32M 5.29% 6

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

Portfolio Resources Advisor Group's IUSB Position: Q2 2026 in Review

Portfolio Resources Advisor Group increased its iShares Core Universal USD Bond ETF (IUSB) stake by 39% in Q2 2026, buying an estimated $2.23M and bringing the position to 172,509 shares worth $7.96M. The position accounts for 6.73% of the portfolio, ranked #3.

Portfolio Resources Advisor Group first reported a position in IUSB in Q4 2025 and has held it in 3 quarters since. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Portfolio Resources Advisor Group held 172,509 shares of iShares Core Universal USD Bond ETF worth $7.96M as of Q2 2026.
  • Portfolio Resources Advisor Group bought 48,437 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $2.23M.
  • iShares Core Universal USD Bond ETF made up 6.73% of Portfolio Resources Advisor Group's portfolio in Q2 2026, its #3 holding.
  • Portfolio Resources Advisor Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Portfolio Resources Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.