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

Signal Advisors Wealth’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	$3.3M	Buy	71,539 +17,261	+32%	+$796K	0.17%	110
2026 Q1	$2.51M	Buy	54,278 +81	+0.1%	+$3.77K	0.17%	116
2025 Q4	$2.52M	Sell	54,197 -8,402	-13%	-$393K	0.2%	101
2025 Q3	$2.92M	Sell	62,599 -11,989	-16%	-$554K	0.27%	86
2025 Q2	$3.45M	Sell	74,588 -10,747	-13%	-$490K	0.27%	95
2025 Q1	$3.93M	Sell	85,335 -11,314	-12%	-$516K	0.38%	68
2024 Q4	$4.37M	Sell	96,649 -40,323	-29%	-$1.85M	0.49%	60
2024 Q3	$6.45M	Buy	136,972 +132,275	+2,816%	+$6.14M	0.92%	21
2024 Q2	$212K	Sell	4,697 -122,127	-96%	-$5.49M	0.46%	66
2024 Q1	$5.78M	Buy	126,824 +34,869	+38%	+$1.59M	1.44%	12
2023 Q4	$4.24M	Buy	+91,955	New	+$4.06M	1.47%	13

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

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

Signal Advisors Wealth increased its iShares Core Universal USD Bond ETF (IUSB) stake by 32% in Q2 2026, buying an estimated $796K and bringing the position to 71,539 shares worth $3.3M. The position accounts for 0.17% of the portfolio, ranked #110.

Signal Advisors Wealth first reported a position in IUSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.45M in Q3 2024. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Signal Advisors Wealth held 71,539 shares of iShares Core Universal USD Bond ETF worth $3.3M as of Q2 2026.
Signal Advisors Wealth bought 17,261 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $796K.
iShares Core Universal USD Bond ETF made up 0.17% of Signal Advisors Wealth's portfolio in Q2 2026, its #110 holding.
Signal Advisors Wealth first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 11 quarters since.
Signal Advisors Wealth's iShares Core Universal USD Bond ETF position peaked at $6.45M in Q3 2024.
857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.