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Salem Investment Counselors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Salem Investment Counselors’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 		$36.6K Hold
793
– – ﹤0.01% 674
2026
Q1 		$36.6K Buy
+793
New +$37K ﹤0.01% 660
2025
Q4 		– Sell
-1,374
Closed -$64.2K – 770
2025
Q3 		$64.2K Hold
1,374
– – ﹤0.01% 551
2025
Q2 		$63.5K Hold
1,374
– – ﹤0.01% 536
2025
Q1 		$63.3K Hold
1,374
– – ﹤0.01% 534
2024
Q4 		$62.1K Hold
1,374
– – ﹤0.01% 539
2024
Q3 		$64.7K Hold
1,374
– – ﹤0.01% 537
2024
Q2 		$62.1K Sell
1,374
-2,587
-65% -$116K ﹤0.01% 519
2024
Q1 		$181K Hold
3,961
– – 0.01% 372
2023
Q4 		$182K Sell
3,961
-1,843
-32% -$81.5K 0.01% 359
2023
Q3 		$254K Sell
5,804
-345
-6% -$15.4K 0.01% 310
2023
Q2 		$280K Hold
6,149
– – 0.01% 294
2023
Q1 		$284K Buy
6,149
+786
+15% +$36K 0.01% 302
2022
Q4 		$241K Buy
+5,363
New +$240K 0.01% 307
2021
Q2 		– Sell
-3
Closed – – 932
2021
Q1 		$0 Buy
+3
New +$161 ﹤0.01% 884

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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Salem Investment Counselors's IUSB Position: Q2 2026 in Review

Salem Investment Counselors held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q2 2026 at 793 shares worth $36.6K. The position accounts for ﹤0.01% of the portfolio, ranked #674.

Salem Investment Counselors first reported a position in IUSB in Q1 2021 and has held it in 15 quarters since. The position peaked at $284K in Q1 2023. 402 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Salem Investment Counselors held 793 shares of iShares Core Universal USD Bond ETF worth $36.6K as of Q2 2026.
  • Salem Investment Counselors left its iShares Core Universal USD Bond ETF share count unchanged in Q2 2026.
  • iShares Core Universal USD Bond ETF made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #674 holding.
  • Salem Investment Counselors first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 15 quarters since.
  • Salem Investment Counselors's iShares Core Universal USD Bond ETF position peaked at $284K in Q1 2023.
  • 402 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.