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

Seneca 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 		$3.07M Buy
66,428
+5,125
+8% +$236K 0.8% 20
2026
Q1 		$2.83M Buy
61,303
+481
+0.8% +$22.4K 0.83% 21
2025
Q4 		$2.83M Buy
60,822
+775
+1% +$36.2K 0.86% 20
2025
Q3 		$2.8M Buy
60,047
+117
+0.2% +$5.41K 0.92% 20
2025
Q2 		$2.77M Buy
59,930
+24,340
+68% +$1.11M 1.07% 21
2025
Q1 		$1.64M Sell
35,590
-874
-2% -$39.8K 0.79% 21
2024
Q4 		$1.65M Buy
36,464
+56
+0.2% +$2.57K 0.82% 21
2024
Q3 		$1.72M Buy
36,408
+300
+0.8% +$13.9K 0.83% 21
2024
Q2 		$1.63M Sell
36,108
-14,942
-29% -$672K 0.85% 23
2024
Q1 		$2.33M Sell
51,050
-6,282
-11% -$286K 1.24% 20
2023
Q4 		$2.64M Buy
+57,332
New +$2.53M 1.53% 17

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

Seneca Financial Advisors's IUSB Position: Q2 2026 in Review

Seneca Financial Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 8.4% in Q2 2026, buying an estimated $236K and bringing the position to 66,428 shares worth $3.07M. The position accounts for 0.8% of the portfolio, ranked #20.

Seneca Financial Advisors first reported a position in IUSB in Q4 2023 and has held it in 11 quarters since. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Seneca Financial Advisors held 66,428 shares of iShares Core Universal USD Bond ETF worth $3.07M as of Q2 2026.
  • Seneca Financial Advisors bought 5,125 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $236K.
  • iShares Core Universal USD Bond ETF made up 0.8% of Seneca Financial Advisors's portfolio in Q2 2026, its #20 holding.
  • Seneca Financial Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Seneca Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.