QFA
IUSB icon

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

Quattro 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 		$9.83M Buy
213,089
+47,717
+29% +$2.2M 2.1% 14
2026
Q1 		$7.64M Buy
165,372
+13,544
+9% +$631K 2.31% 12
2025
Q4 		$7.07M Buy
151,828
+96
+0.1% +$4.49K 2.11% 14
2025
Q3 		$7.09M Sell
151,732
-4,464
-3% -$206K 2.24% 14
2025
Q2 		$7.22M Sell
156,196
-3,121
-2% -$142K 2.54% 12
2025
Q1 		$7.34M Sell
159,317
-364
-0.2% -$16.6K 2.52% 13
2024
Q4 		$7.24M Sell
159,681
-260
-0.2% -$11.9K 1.87% 16
2024
Q3 		$7.4M Sell
159,941
-1,198
-0.7% -$55.6K 2.09% 18
2024
Q2 		$7.29M Buy
161,139
+3,671
+2% +$165K 1.91% 15
2024
Q1 		$7.18M Buy
157,468
+157,422
+342,222% +$7.16M 2.04% 15
2023
Q4 		$1.66M Sell
46
-35,388
-100% -$1.56M 0.57% 36
2023
Q3 		$1.55M Buy
+35,434
New +$1.58M 0.67% 36

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Quattro Financial Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 29% in Q2 2026, buying an estimated $2.2M and bringing the position to 213,089 shares worth $9.83M. The position accounts for 2.1% of the portfolio, ranked #14.

Quattro Financial Advisors first reported a position in IUSB in Q3 2023 and has held it in 12 quarters since. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Quattro Financial Advisors held 213,089 shares of iShares Core Universal USD Bond ETF worth $9.83M as of Q2 2026.
  • Quattro Financial Advisors bought 47,717 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $2.2M.
  • iShares Core Universal USD Bond ETF made up 2.1% of Quattro Financial Advisors's portfolio in Q2 2026, its #14 holding.
  • Quattro Financial Advisors first reported a position in iShares Core Universal USD Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Quattro Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.