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

Scarborough 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 		$582K Sell
12,646
-543
-4% -$25K 0.07% 92
2026
Q1 		$609K Sell
13,189
-2,717
-17% -$127K 0.07% 93
2025
Q4 		$740K Buy
15,906
+2,844
+22% +$133K 0.13% 55
2025
Q3 		$610K Sell
13,062
-309
-2% -$14.3K 0.11% 59
2025
Q2 		$618K Sell
13,371
-3,016
-18% -$138K 0.12% 52
2025
Q1 		$755K Sell
16,387
-217,430
-93% -$9.91M 0.11% 75
2024
Q4 		$10.6M Sell
233,817
-1,270
-0.5% -$58.3K 1.49% 20
2024
Q3 		$11.1M Buy
235,087
+234,222
+27,078% +$10.9M 1.79% 17
2024
Q2 		$39.1K Buy
865
+473
+121% +$21.3K 0.02% 113
2024
Q1 		$17.9K Buy
392
+168
+75% +$7.65K 0.01% 163
2023
Q4 		$10.3K Buy
+224
New +$9.9K ﹤0.01% 376
2023
Q1 		– Sell
-11,708
Closed -$526K – 74
2022
Q4 		$526K Sell
11,708
-70,738
-86% -$3.16M 0.14% 43
2022
Q3 		$3.67M Buy
82,446
+8,355
+11% +$390K 1.14% 25
2022
Q2 		$3.47M Buy
+74,091
New +$3.52M 1.18% 23

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

Scarborough Advisors's IUSB Position: Q2 2026 in Review

Scarborough Advisors reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 4.1% in Q2 2026, selling an estimated $25K and leaving 12,646 shares worth $582K. The position accounts for 0.07% of the portfolio, ranked #92.

Scarborough Advisors first reported a position in IUSB in Q2 2022 and has held it in 14 quarters since. The position peaked at $11.1M in Q3 2024. 217 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Scarborough Advisors held 12,646 shares of iShares Core Universal USD Bond ETF worth $582K as of Q2 2026.
  • Scarborough Advisors sold 543 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $25K.
  • iShares Core Universal USD Bond ETF made up 0.07% of Scarborough Advisors's portfolio in Q2 2026, its #92 holding.
  • Scarborough Advisors first reported a position in iShares Core Universal USD Bond ETF in Q2 2022 and has held it in 14 quarters since.
  • Scarborough Advisors's iShares Core Universal USD Bond ETF position peaked at $11.1M in Q3 2024.
  • 217 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.