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

Private 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
2023
Q4 		– Sell
-15,900
Closed -$6.95K – 2371
2023
Q3 		$6.95K Buy
+15,900
New +$711K ﹤0.01% 2191

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
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Private Advisor Group's IUSB Position: Q2 2026 in Review

Private Advisor Group reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 60% in Q2 2026, selling an estimated $9.76M and leaving 138,718 shares worth $6.4M. The position accounts for 0.03% of the portfolio, ranked #523.

Private Advisor Group first reported a position in IUSB in Q2 2017 and has held it in 34 quarters since. The position peaked at $19.4M in Q2 2025. 388 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Private Advisor Group held 138,718 shares of iShares Core Universal USD Bond ETF worth $6.4M as of Q2 2026.
  • Private Advisor Group sold 211,733 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $9.76M.
  • iShares Core Universal USD Bond ETF made up 0.03% of Private Advisor Group's portfolio in Q2 2026, its #523 holding.
  • Private Advisor Group first reported a position in iShares Core Universal USD Bond ETF in Q2 2017 and has held it in 34 quarters since.
  • Private Advisor Group's iShares Core Universal USD Bond ETF position peaked at $19.4M in Q2 2025.
  • 388 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.