Signature Estate & Investment Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Signature Estate & 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	$3.53M	Buy	76,409 +28,016	+58%	+$1.29M	0.06%	129
2026 Q1	$2.24M	Buy	48,393 +16,933	+54%	+$789K	0.05%	158
2025 Q4	$1.46M	Buy	31,460 +11,754	+60%	+$549K	0.03%	207
2025 Q3	$920K	Sell	19,706 -2,595	-12%	-$120K	0.02%	259
2025 Q2	$1.03M	Sell	22,301 -1,957	-8%	-$89.3K	0.02%	232
2025 Q1	$1.12M	Buy	24,258 +1,649	+7%	+$75.2K	0.03%	199
2024 Q4	$1.02M	Buy	+22,609	New	+$1.04M	0.03%	210
2024 Q1	–	Sell	-1,467,959	Closed	-$67.6M	–	188
2023 Q4	$67.6M	Buy	+1,467,959	New	+$64.9M	1.99%	10

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Signature Estate & Investment Advisors's IUSB Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 58% in Q2 2026, buying an estimated $1.29M and bringing the position to 76,409 shares worth $3.53M. The position accounts for 0.06% of the portfolio, ranked #129.

Signature Estate & Investment Advisors first reported a position in IUSB in Q4 2023 and has held it in 8 quarters since. The position peaked at $67.6M in Q4 2023. 565 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Signature Estate & Investment Advisors held 76,409 shares of iShares Core Universal USD Bond ETF worth $3.53M as of Q2 2026.
Signature Estate & Investment Advisors bought 28,016 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $1.29M.
iShares Core Universal USD Bond ETF made up 0.06% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #129 holding.
Signature Estate & Investment Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 8 quarters since.
Signature Estate & Investment Advisors's iShares Core Universal USD Bond ETF position peaked at $67.6M in Q4 2023.
565 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.