Professional Financial Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Professional Financial 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	$2.85M	Buy	61,667 +3,843	+7%	+$177K	0.49%	34
2026 Q1	$2.67M	Buy	57,824 +52,939	+1,084%	+$2.47M	0.54%	31
2025 Q4	$227K	Buy	4,885 +8	+0.2%	+$374	0.05%	123
2025 Q3	$228K	Buy	4,877 +342	+8%	+$15.8K	0.05%	118
2025 Q2	$210K	Sell	4,535 -778	-15%	-$35.5K	0.05%	114
2025 Q1	$245K	Buy	+5,313	New	+$242K	0.06%	95
2022 Q4	–	Sell	-1,475	Closed	-$66K	–	266
2022 Q3	$66K	Buy	1,475 +3	+0.2%	+$140	0.04%	126
2022 Q2	$69K	Buy	1,472 +55	+4%	+$2.61K	0.04%	127
2022 Q1	$70K	Buy	+1,417	New	+$72.2K	0.03%	123

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Professional Financial Advisors's IUSB Position: Q2 2026 in Review

Professional Financial Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 6.6% in Q2 2026, buying an estimated $177K and bringing the position to 61,667 shares worth $2.85M. The position accounts for 0.49% of the portfolio, ranked #34.

Professional Financial Advisors first reported a position in IUSB in Q1 2022 and has held it in 9 quarters since. 860 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Professional Financial Advisors held 61,667 shares of iShares Core Universal USD Bond ETF worth $2.85M as of Q2 2026.
Professional Financial Advisors bought 3,843 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $177K.
iShares Core Universal USD Bond ETF made up 0.49% of Professional Financial Advisors's portfolio in Q2 2026, its #34 holding.
Professional Financial Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2022 and has held it in 9 quarters since.
860 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.