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

SFMG Wealth 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 		$493K Buy
10,679
+225
+2% +$10.4K 0.03% 196
2026
Q1 		$483K Buy
10,454
+279
+3% +$13K 0.03% 193
2025
Q4 		$474K Buy
10,175
+1,006
+11% +$47K 0.03% 191
2025
Q3 		$428K Buy
9,169
+264
+3% +$12.2K 0.03% 193
2025
Q2 		$412K Buy
8,905
+910
+11% +$41.5K 0.03% 176
2025
Q1 		$368K Buy
7,995
+1,016
+15% +$46.3K 0.03% 175
2024
Q4 		$315K Sell
6,979
-108
-2% -$4.96K 0.02% 194
2024
Q3 		$334K Buy
7,087
+1,044
+17% +$48.4K 0.03% 189
2024
Q2 		$273K Buy
6,043
+1,293
+27% +$58.1K 0.02% 203
2024
Q1 		$217K Buy
+4,750
New +$216K 0.02% 238

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

SFMG Wealth Advisors's IUSB Position: Q2 2026 in Review

SFMG Wealth Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 2.2% in Q2 2026, buying an estimated $10.4K and bringing the position to 10,679 shares worth $493K. The position accounts for 0.03% of the portfolio, ranked #196.

SFMG Wealth Advisors first reported a position in IUSB in Q1 2024 and has held it in 10 quarters since. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • SFMG Wealth Advisors held 10,679 shares of iShares Core Universal USD Bond ETF worth $493K as of Q2 2026.
  • SFMG Wealth Advisors bought 225 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $10.4K.
  • iShares Core Universal USD Bond ETF made up 0.03% of SFMG Wealth Advisors's portfolio in Q2 2026, its #196 holding.
  • SFMG Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.