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

Sequoia 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	–	Sell	-70,333	Closed	-$3.25M	–	2216
2026 Q1	$3.25M	Buy	+70,333	New	+$3.28M	0.02%	434
2025 Q3	–	Sell	-21,911	Closed	-$1.01M	–	1773
2025 Q2	$1.01M	Buy	21,911 +16,863	+334%	+$769K	0.01%	681
2025 Q1	$233K	Buy	5,048 +621	+14%	+$28.3K	﹤0.01%	1194
2024 Q4	$200K	Buy	+4,427	New	+$203K	﹤0.01%	1231
2024 Q2	–	Sell	-8,465	Closed	-$386K	–	1256
2024 Q1	$386K	Sell	8,465 -24,712	-74%	-$1.12M	﹤0.01%	776
2023 Q4	$1.53M	Buy	+33,177	New	+$1.47M	0.02%	420

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

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

Sequoia Financial Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2026, closing a stake of 70,333 shares — an estimated $3.25M sold.

Sequoia Financial Advisors first reported a position in IUSB in Q4 2023 and held it in 6 quarters. The position peaked at $3.25M in Q1 2026. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Sequoia Financial Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2026 after selling out during the quarter.
Sequoia Financial Advisors sold 70,333 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $3.25M.
Sequoia Financial Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and held it in 6 quarters.
Sequoia Financial Advisors's iShares Core Universal USD Bond ETF position peaked at $3.25M in Q1 2026.
855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.