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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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Bank of New York Mellon
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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 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. 550 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.
  • 550 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.