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

Prosperity Capital 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 		$2.6M Buy
56,291
+13,173
+31% +$607K 0.13% 115
2026
Q1 		$1.99M Buy
43,118
+2,175
+5% +$101K 0.11% 116
2025
Q4 		$1.91M Sell
40,943
-2,667
-6% -$125K 0.11% 121
2025
Q3 		$2.04M Buy
43,610
+767
+2% +$35.5K 0.12% 122
2025
Q2 		$1.98M Buy
42,843
+2,295
+6% +$105K 0.13% 123
2025
Q1 		$1.87M Buy
40,548
+189
+0.5% +$8.61K 0.15% 108
2024
Q4 		$1.82M Sell
40,359
-6,187
-13% -$284K 0.15% 108
2024
Q3 		$2.19M Buy
46,546
+18,674
+67% +$867K 0.19% 93
2024
Q2 		$1.26M Sell
27,872
-723
-3% -$32.5K 0.14% 111
2024
Q1 		$1.3M Sell
28,595
-3,053
-10% -$139K 0.15% 110
2023
Q4 		$1.46M Sell
31,648
-2,837
-8% -$125K 0.16% 73
2023
Q3 		$1.51M Buy
34,485
+9,867
+40% +$441K 0.2% 70
2023
Q2 		$1.12M Buy
24,618
+4,967
+25% +$227K 0.16% 82
2023
Q1 		$907K Buy
+19,651
New +$899K 0.14% 76

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
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

Prosperity Capital Advisors's IUSB Position: Q2 2026 in Review

Prosperity Capital Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 31% in Q2 2026, buying an estimated $607K and bringing the position to 56,291 shares worth $2.6M. The position accounts for 0.13% of the portfolio, ranked #115.

Prosperity Capital Advisors first reported a position in IUSB in Q1 2023 and has held it in 14 quarters since. 217 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Prosperity Capital Advisors held 56,291 shares of iShares Core Universal USD Bond ETF worth $2.6M as of Q2 2026.
  • Prosperity Capital Advisors bought 13,173 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $607K.
  • iShares Core Universal USD Bond ETF made up 0.13% of Prosperity Capital Advisors's portfolio in Q2 2026, its #115 holding.
  • Prosperity Capital Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • 217 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.