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

Snowden Capital 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 		$7.43M Buy
161,033
+18,342
+13% +$846K 0.18% 126
2026
Q1 		$6.59M Buy
142,691
+9,202
+7% +$429K 0.18% 120
2025
Q4 		$6.21M Sell
133,489
-560
-0.4% -$26.2K 0.16% 130
2025
Q3 		$6.26M Sell
134,049
-5,154
-4% -$238K 0.17% 119
2025
Q2 		$6.44M Sell
139,203
-24,037
-15% -$1.1M 0.19% 110
2025
Q1 		$7.52M Sell
163,240
-8,463
-5% -$386K 0.24% 86
2024
Q4 		$7.76M Sell
171,703
-15,533
-8% -$713K 0.24% 81
2024
Q3 		$8.82M Buy
187,236
+17,990
+11% +$835K 0.26% 81
2024
Q2 		$7.65M Buy
169,246
+9,556
+6% +$430K 0.23% 103
2024
Q1 		$7.28M Buy
159,690
+44,193
+38% +$2.01M 0.23% 96
2023
Q4 		$5.32M Sell
115,497
-15,830
-12% -$700K 0.2% 138
2023
Q3 		$5.74M Sell
131,327
-12,199
-8% -$545K 0.24% 101
2023
Q2 		$6.53M Buy
143,526
+6,811
+5% +$312K 0.23% 104
2023
Q1 		$6.31M Buy
136,715
+20,742
+18% +$949K 0.25% 101
2022
Q4 		$5.21M Buy
115,973
+11,683
+11% +$523K 0.22% 116
2022
Q3 		$4.64M Buy
104,290
+5,282
+5% +$246K 0.21% 117
2022
Q2 		$4.63M Buy
99,008
+13,256
+15% +$630K 0.21% 123
2022
Q1 		$4.25M Buy
85,752
+9,415
+12% +$480K 0.17% 164
2021
Q4 		$4.04M Buy
76,337
+8,847
+13% +$469K 0.21% 158
2021
Q3 		$3.59M Sell
67,490
-5,463
-7% -$293K 0.18% 168
2021
Q2 		$3.9M Buy
72,953
+20,552
+39% +$1.09M 0.2% 161
2021
Q1 		$2.76M Buy
+52,401
New +$2.81M 0.16% 193

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

Snowden Capital Advisors's IUSB Position: Q2 2026 in Review

Snowden Capital Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 13% in Q2 2026, buying an estimated $846K and bringing the position to 161,033 shares worth $7.43M. The position accounts for 0.18% of the portfolio, ranked #126.

Snowden Capital Advisors first reported a position in IUSB in Q1 2021 and has held it in 22 quarters since. The position peaked at $8.82M in Q3 2024. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Snowden Capital Advisors held 161,033 shares of iShares Core Universal USD Bond ETF worth $7.43M as of Q2 2026.
  • Snowden Capital Advisors bought 18,342 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $846K.
  • iShares Core Universal USD Bond ETF made up 0.18% of Snowden Capital Advisors's portfolio in Q2 2026, its #126 holding.
  • Snowden Capital Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Snowden Capital Advisors's iShares Core Universal USD Bond ETF position peaked at $8.82M in Q3 2024.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.