SC&H Financial Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

SC&H Financial 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	$358K	Buy	7,765 +23	+0.3%	+$1.06K	0.05%	115
2026 Q1	$358K	Buy	7,742 +15	+0.2%	+$699	0.05%	109
2025 Q4	$360K	Buy	7,727 +31	+0.4%	+$1.45K	0.06%	109
2025 Q3	$359K	Buy	+7,696	New	+$356K	0.06%	103
2023 Q4	–	Sell	-25,502	Closed	-$1.11M	–	143
2023 Q3	$1.11M	Buy	25,502 +204	+0.8%	+$9.12K	0.37%	51
2023 Q2	$1.15M	Buy	25,298 +194	+0.8%	+$8.88K	0.38%	47
2023 Q1	$1.16M	Buy	25,104 +123	+0.5%	+$5.63K	0.42%	47
2022 Q4	$1.12M	Buy	+24,981	New	+$1.12M	0.47%	48
2022 Q2	–	Sell	-17,240	Closed	-$856K	–	149
2022 Q1	$856K	Buy	+17,240	New	+$879K	0.41%	56

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SC&H Financial Advisors's IUSB Position: Q2 2026 in Review

SC&H Financial Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 0.3% in Q2 2026, buying an estimated $1.06K and bringing the position to 7,765 shares worth $358K. The position accounts for 0.05% of the portfolio, ranked #115.

SC&H Financial Advisors first reported a position in IUSB in Q1 2022 and has held it in 9 quarters since. The position peaked at $1.16M in Q1 2023. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

SC&H Financial Advisors held 7,765 shares of iShares Core Universal USD Bond ETF worth $358K as of Q2 2026.
SC&H Financial Advisors bought 23 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $1.06K.
iShares Core Universal USD Bond ETF made up 0.05% of SC&H Financial Advisors's portfolio in Q2 2026, its #115 holding.
SC&H Financial Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2022 and has held it in 9 quarters since.
SC&H Financial Advisors's iShares Core Universal USD Bond ETF position peaked at $1.16M in Q1 2023.
855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.