SAG
IUSB icon

SageView Advisory Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

SageView Advisory Group’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 		$1.02M Buy
22,202
+1,979
+10% +$91.3K 0.03% 244
2026
Q1 		$934K Sell
20,223
-103,264
-84% -$4.81M 0.03% 242
2025
Q4 		$5.75M Sell
123,487
-814
-0.7% -$38K 0.19% 64
2025
Q3 		$5.81M Buy
124,301
+106,597
+602% +$4.93M 0.2% 66
2025
Q2 		$812K Sell
17,704
-73
-0.4% -$3.33K 0.03% 271
2025
Q1 		$819K Sell
17,777
-1,183
-6% -$53.9K 0.03% 256
2024
Q4 		$857K Sell
18,960
-1,687
-8% -$77.4K 0.04% 245
2024
Q3 		$973K Buy
+20,647
New +$958K 0.05% 203
2024
Q2 		– Sell
-3,739
Closed -$168K – 227
2024
Q1 		$438K Buy
+3,739
New +$170K 0.02% 352
2023
Q4 		– Sell
-35,180
Closed -$1.55M – 252
2023
Q3 		$1.54M Buy
35,180
+3,272
+10% +$146K 0.09% 138
2023
Q2 		$1.45M Buy
31,908
+7,395
+30% +$338K 0.08% 169
2023
Q1 		$1.13M Buy
24,513
+14,973
+157% +$685K 0.07% 186
2022
Q4 		$429K Buy
+9,540
New +$427K 0.03% 262

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

SageView Advisory Group's IUSB Position: Q2 2026 in Review

SageView Advisory Group increased its iShares Core Universal USD Bond ETF (IUSB) stake by 9.8% in Q2 2026, buying an estimated $91.3K and bringing the position to 22,202 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #244.

SageView Advisory Group first reported a position in IUSB in Q4 2022 and has held it in 13 quarters since. The position peaked at $5.81M in Q3 2025. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • SageView Advisory Group held 22,202 shares of iShares Core Universal USD Bond ETF worth $1.02M as of Q2 2026.
  • SageView Advisory Group bought 1,979 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $91.3K.
  • iShares Core Universal USD Bond ETF made up 0.03% of SageView Advisory Group's portfolio in Q2 2026, its #244 holding.
  • SageView Advisory Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and has held it in 13 quarters since.
  • SageView Advisory Group's iShares Core Universal USD Bond ETF position peaked at $5.81M in Q3 2025.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.