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

Serenity Investment 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
-4,439
Closed -$204K – 78
2026
Q1 		$204K Buy
+4,439
New +$207K 0.1% 72

Other funds holding IUSB

Envestnet Asset Management
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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

Serenity Investment Advisors's IUSB Position: Q2 2026 in Review

Serenity Investment Advisors sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2026, closing a stake of 4,439 shares — an estimated $204K sold.

Serenity Investment Advisors first reported a position in IUSB in Q1 2026 and held it in 1 quarter. The position peaked at $204K in Q1 2026. 856 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Serenity Investment Advisors reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Serenity Investment Advisors sold 4,439 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $204K.
  • Serenity Investment Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2026 and held it in 1 quarter.
  • Serenity Investment Advisors's iShares Core Universal USD Bond ETF position peaked at $204K in Q1 2026.
  • 856 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Serenity Investment Advisors's 13F filing for Q2 2026, filed 24 Aug 2026.