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Savvy Advisors Inc’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Savvy Advisors Inc’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 		$177M Buy
3,842,612
+499,298
+15% +$23M 3.77% 2
2026
Q1 		$154M Buy
3,343,314
+503,619
+18% +$23.5M 4.12% 2
2025
Q4 		$132M Buy
2,839,695
+1,065,133
+60% +$49.8M 4.27% 2
2025
Q3 		$82.9M Buy
1,774,562
+644,791
+57% +$29.8M 3.81% 3
2025
Q2 		$52.2M Buy
1,129,771
+192,240
+21% +$8.77M 3.48% 3
2025
Q1 		$43.2M Buy
937,531
+297,383
+46% +$13.6M 4.34% 3
2024
Q4 		$28.9M Buy
640,148
+169,004
+36% +$7.76M 3.48% 4
2024
Q3 		$22.2M Buy
471,144
+232,271
+97% +$10.8M 4.51% 2
2024
Q2 		$10.8M Buy
238,873
+97,478
+69% +$4.38M 3.52% 3
2024
Q1 		$6.45M Buy
141,395
+82,049
+138% +$3.73M 3.72% 3
2023
Q4 		$2.73M Buy
+59,346
New +$2.62M 2.65% 5

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

Savvy Advisors Inc's IUSB Position: Q2 2026 in Review

Savvy Advisors Inc increased its iShares Core Universal USD Bond ETF (IUSB) stake by 15% in Q2 2026, buying an estimated $23M and bringing the position to 3,842,612 shares worth $177M. The position accounts for 3.77% of the portfolio, ranked #2.

Savvy Advisors Inc first reported a position in IUSB in Q4 2023 and has held it in 11 quarters since. 854 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Savvy Advisors Inc held 3,842,612 shares of iShares Core Universal USD Bond ETF worth $177M as of Q2 2026.
  • Savvy Advisors Inc bought 499,298 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $23M.
  • iShares Core Universal USD Bond ETF made up 3.77% of Savvy Advisors Inc's portfolio in Q2 2026, its #2 holding.
  • Savvy Advisors Inc first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 854 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.