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

Skyline 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 		$30M Buy
650,653
+92,194
+17% +$4.25M 9.42% 1
2026
Q1 		$25.8M Buy
558,459
+58,761
+12% +$2.74M 9% 1
2025
Q4 		$23.3M Buy
499,698
+25,146
+5% +$1.18M 7.76% 3
2025
Q3 		$22.2M Buy
474,552
+16,257
+4% +$752K 7.64% 4
2025
Q2 		$21.2M Buy
458,295
+5,991
+1% +$273K 7.83% 4
2025
Q1 		$20.8M Buy
452,304
+11,415
+3% +$520K 8.21% 3
2024
Q4 		$19.9M Buy
+440,889
New +$20.2M 7.73% 4

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

Skyline Advisors's IUSB Position: Q2 2026 in Review

Skyline Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 17% in Q2 2026, buying an estimated $4.25M and bringing the position to 650,653 shares worth $30M. The position accounts for 9.42% of the portfolio, ranked #1.

Skyline Advisors first reported a position in IUSB in Q4 2024 and has held it in 7 quarters since. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Skyline Advisors held 650,653 shares of iShares Core Universal USD Bond ETF worth $30M as of Q2 2026.
  • Skyline Advisors bought 92,194 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $4.25M.
  • iShares Core Universal USD Bond ETF made up 9.42% of Skyline Advisors's portfolio in Q2 2026, its #1 holding.
  • Skyline Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Skyline Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.