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

Prime Capital 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 		$76.5M Buy
1,657,922
+1,619,144
+4,175% +$74.7M 0.74% 27
2026
Q1 		$1.79M Buy
38,778
+5,551
+17% +$259K 0.02% 375
2025
Q4 		$1.55M Buy
33,227
+28,697
+633% +$1.34M 0.02% 397
2025
Q3 		$212K Buy
+4,530
New +$210K ﹤0.01% 923
2025
Q2 		– Sell
-12,568
Closed -$579K – 1037
2025
Q1 		$579K Buy
12,568
+786
+7% +$35.8K 0.01% 631
2024
Q4 		$533K Sell
11,782
-4,925
-29% -$226K 0.01% 551
2024
Q3 		$787K Sell
16,707
-4,068
-20% -$189K 0.01% 487
2024
Q2 		$939K Sell
20,775
-23,459
-53% -$1.05M 0.01% 446
2024
Q1 		$2.02M Sell
44,234
-11,647
-21% -$530K 0.03% 341
2023
Q4 		$2.57M Buy
+55,881
New +$2.47M 0.04% 295
2020
Q2 		– Sell
-124
Closed -$7K – 489
2020
Q1 		$7K Buy
+124
New +$6.51K ﹤0.01% 418

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Prime Capital Investment Advisors's IUSB Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 4,175% in Q2 2026, buying an estimated $74.7M and bringing the position to 1,657,922 shares worth $76.5M. The position accounts for 0.74% of the portfolio, ranked #27.

Prime Capital Investment Advisors first reported a position in IUSB in Q1 2020 and has held it in 11 quarters since. 702 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Prime Capital Investment Advisors held 1,657,922 shares of iShares Core Universal USD Bond ETF worth $76.5M as of Q2 2026.
  • Prime Capital Investment Advisors bought 1,619,144 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $74.7M.
  • iShares Core Universal USD Bond ETF made up 0.74% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #27 holding.
  • Prime Capital Investment Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2020 and has held it in 11 quarters since.
  • 702 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.