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Prospera Financial Services’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Prospera Financial Services’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 		$3.94M Sell
85,349
-3,596
-4% -$166K 0.06% 335
2026
Q1 		$4.11M Buy
88,945
+78,448
+747% +$3.66M 0.07% 303
2025
Q4 		$489K Sell
10,497
-1,290
-11% -$60.3K 0.01% 935
2025
Q3 		$551K Buy
11,787
+2,229
+23% +$103K 0.01% 898
2025
Q2 		$442K Buy
9,558
+196
+2% +$8.94K 0.01% 955
2025
Q1 		$432K Sell
9,362
-7,801
-45% -$356K 0.01% 840
2024
Q4 		$776K Buy
17,163
+6,955
+68% +$319K 0.02% 615
2024
Q3 		$481K Buy
10,208
+2,492
+32% +$116K 0.01% 734
2024
Q2 		$349K Buy
7,716
+1,447
+23% +$65.1K 0.01% 853
2024
Q1 		$286K Buy
6,269
+1,514
+32% +$68.9K 0.01% 919
2023
Q4 		$219K Sell
4,755
-191
-4% -$8.44K 0.01% 968
2023
Q3 		$217K Sell
4,946
-1,088
-18% -$48.6K 0.01% 922
2023
Q2 		$275K Sell
6,034
-1,214
-17% -$55.6K 0.01% 838
2023
Q1 		$335K Sell
7,248
-65
-0.9% -$2.98K 0.01% 753
2022
Q4 		$329K Sell
7,313
-201
-3% -$8.99K 0.02% 669
2022
Q3 		$335K Buy
7,514
+19
+0.3% +$886 0.02% 625
2022
Q2 		$352K Sell
7,495
-297
-4% -$14.1K 0.02% 595
2022
Q1 		$387K Sell
7,792
-708
-8% -$36.1K 0.02% 668
2021
Q4 		$451K Buy
8,500
+1,496
+21% +$79.3K 0.02% 603
2021
Q3 		$374K Buy
7,004
+539
+8% +$29K 0.02% 608
2021
Q2 		$347K Buy
6,465
+1
+0% +$53 0.02% 621
2021
Q1 		$342K Sell
6,464
-757
-10% -$40.6K 0.02% 582
2020
Q4 		$394K Buy
+7,221
New +$392K 0.03% 465
2020
Q3 		– Sell
-6,153
Closed -$334K – 1653
2020
Q2 		$334K Sell
6,153
-1,319
-18% -$70.7K 0.03% 414
2020
Q1 		$392K Buy
7,472
+162
+2% +$8.51K 0.04% 353
2019
Q4 		$381K Buy
7,310
+1,636
+29% +$85.4K 0.03% 430
2019
Q3 		$297K Buy
+5,674
New +$296K 0.03% 435

Other funds holding IUSB

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 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
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Prospera Financial Services's IUSB Position: Q2 2026 in Review

Prospera Financial Services reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 4% in Q2 2026, selling an estimated $166K and leaving 85,349 shares worth $3.94M. The position accounts for 0.06% of the portfolio, ranked #335.

Prospera Financial Services first reported a position in IUSB in Q3 2019 and has held it in 27 quarters since. The position peaked at $4.11M in Q1 2026. 164 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Prospera Financial Services held 85,349 shares of iShares Core Universal USD Bond ETF worth $3.94M as of Q2 2026.
  • Prospera Financial Services sold 3,596 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $166K.
  • iShares Core Universal USD Bond ETF made up 0.06% of Prospera Financial Services's portfolio in Q2 2026, its #335 holding.
  • Prospera Financial Services first reported a position in iShares Core Universal USD Bond ETF in Q3 2019 and has held it in 27 quarters since.
  • Prospera Financial Services's iShares Core Universal USD Bond ETF position peaked at $4.11M in Q1 2026.
  • 164 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.