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Saxony Capital Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Saxony Capital Management’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 		$4.42M Buy
95,847
+18,768
+24% +$865K 2.03% 12
2026
Q1 		$3.56M Buy
+77,079
New +$3.59M 2.07% 12
2025
Q4 		– Sell
-7,881
Closed -$368K – 172
2025
Q3 		$368K Sell
7,881
-141,572
-95% -$6.55M 0.24% 91
2025
Q2 		$6.91M Buy
149,453
+91,821
+159% +$4.19M 5.3% 1
2025
Q1 		$2.66M Buy
+57,632
New +$2.63M 2.33% 10

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
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
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Saxony Capital Management's IUSB Position: Q2 2026 in Review

Saxony Capital Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 24% in Q2 2026, buying an estimated $865K and bringing the position to 95,847 shares worth $4.42M. The position accounts for 2.03% of the portfolio, ranked #12.

Saxony Capital Management first reported a position in IUSB in Q1 2025 and has held it in 5 quarters since. The position peaked at $6.91M in Q2 2025. 217 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Saxony Capital Management held 95,847 shares of iShares Core Universal USD Bond ETF worth $4.42M as of Q2 2026.
  • Saxony Capital Management bought 18,768 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $865K.
  • iShares Core Universal USD Bond ETF made up 2.03% of Saxony Capital Management's portfolio in Q2 2026, its #12 holding.
  • Saxony Capital Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Saxony Capital Management's iShares Core Universal USD Bond ETF position peaked at $6.91M in Q2 2025.
  • 217 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.