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Regal Investment Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Regal Investment 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 		$32.3M Buy
699,010
+206,204
+42% +$9.51M 1.68% 5
2026
Q1 		$22.8M Buy
492,806
+43,940
+10% +$2.05M 1.31% 10
2025
Q4 		$20.9M Buy
448,866
+59,972
+15% +$2.8M 1.25% 12
2025
Q3 		$18.2M Sell
388,894
-37,179
-9% -$1.72M 1.18% 11
2025
Q2 		$19.7M Sell
426,073
-12,479
-3% -$569K 1.48% 10
2025
Q1 		$20.2M Buy
438,552
+7,732
+2% +$352K 1.63% 8
2024
Q4 		$19.5M Sell
430,820
-37,271
-8% -$1.71M 1.46% 10
2024
Q3 		$22.1M Buy
468,091
+171,964
+58% +$7.98M 1.54% 8
2024
Q2 		$13.4M Buy
296,127
+5,549
+2% +$250K 0.87% 23
2024
Q1 		$13.2M Buy
290,578
+26,575
+10% +$1.21M 0.91% 20
2023
Q4 		$12.2M Sell
264,003
-20,103
-7% -$889K 0.92% 17
2023
Q3 		$12.4M Buy
284,106
+11,261
+4% +$503K 1.05% 16
2023
Q2 		$12.4M Buy
272,845
+4,757
+2% +$218K 1.04% 17
2023
Q1 		$12.4M Buy
268,088
+71,902
+37% +$3.29M 1.09% 15
2022
Q4 		$8.81M Buy
196,186
+54,352
+38% +$2.43M 0.85% 28
2022
Q3 		$6.31M Buy
141,834
+13,582
+11% +$634K 0.67% 35
2022
Q2 		$6M Buy
128,252
+4,072
+3% +$193K 0.63% 37
2022
Q1 		$6.16M Buy
124,180
+33,243
+37% +$1.69M 0.57% 40
2021
Q4 		$4.81M Buy
90,937
+15,606
+21% +$827K 0.43% 62
2021
Q3 		$4.01M Buy
75,331
+3,588
+5% +$193K 0.39% 69
2021
Q2 		$3.84M Buy
+71,743
New +$3.81M 0.39% 69

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

Regal Investment Advisors's IUSB Position: Q2 2026 in Review

Regal Investment Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 42% in Q2 2026, buying an estimated $9.51M and bringing the position to 699,010 shares worth $32.3M. The position accounts for 1.68% of the portfolio, ranked #5.

Regal Investment Advisors first reported a position in IUSB in Q2 2021 and has held it in 21 quarters since. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Regal Investment Advisors held 699,010 shares of iShares Core Universal USD Bond ETF worth $32.3M as of Q2 2026.
  • Regal Investment Advisors bought 206,204 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $9.51M.
  • iShares Core Universal USD Bond ETF made up 1.68% of Regal Investment Advisors's portfolio in Q2 2026, its #5 holding.
  • Regal Investment Advisors first reported a position in iShares Core Universal USD Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.