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

SOA Wealth 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 Q1	$2.08K	Hold	45	–	–	﹤0.01%	710
2025 Q4	$2.08K	Buy	45 +1	+2%	+$47	﹤0.01%	716
2025 Q3	$2.06K	Hold	44	–	–	﹤0.01%	723
2025 Q2	$2.02K	Buy	44 +1	+2%	+$46	﹤0.01%	715
2025 Q1	$1.99K	Hold	43	–	–	﹤0.01%	701
2024 Q4	$1.94K	Buy	43 +1	+2%	+$46	﹤0.01%	691
2024 Q3	$1.99K	Hold	42	–	–	﹤0.01%	669
2024 Q2	$1.89K	Buy	42 +1	+2%	+$45	﹤0.01%	679
2024 Q1	$1.89K	Hold	41	–	–	﹤0.01%	712
2023 Q4	$1.9K	Hold	41	–	–	﹤0.01%	705
2023 Q3	$1.78K	Buy	41 +1	+3%	+$45	﹤0.01%	727
2023 Q2	$1.83K	Hold	40	–	–	﹤0.01%	734
2023 Q1	$1.84K	Hold	40	–	–	﹤0.01%	738
2022 Q4	$1.79K	Buy	40 +1	+3%	+$45	﹤0.01%	748
2022 Q3	$1K	Hold	39	–	–	﹤0.01%	776
2022 Q2	$1K	Buy	39 +1	+3%	+$48	﹤0.01%	762
2022 Q1	$1K	Hold	38	–	–	﹤0.01%	850
2021 Q4	$2K	Hold	38	–	–	﹤0.01%	776
2021 Q3	$2K	Hold	38	–	–	﹤0.01%	788
2021 Q2	$2K	Sell	38 -86	-69%	-$4.57K	﹤0.01%	773
2021 Q1	$6K	Buy	124 +86	+226%	+$4.61K	﹤0.01%	595
2020 Q4	$2K	Buy	+38	New	+$2.06K	﹤0.01%	692

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

SOA Wealth Advisors's IUSB Position: Q1 2026 in Review

SOA Wealth Advisors held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q1 2026 at 45 shares worth $2.08K. The position accounts for ﹤0.01% of the portfolio, ranked #710.

SOA Wealth Advisors first reported a position in IUSB in Q4 2020 and has held it in 22 quarters since. The position peaked at $6K in Q1 2021. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

SOA Wealth Advisors held 45 shares of iShares Core Universal USD Bond ETF worth $2.08K as of Q1 2026.
SOA Wealth Advisors left its iShares Core Universal USD Bond ETF share count unchanged in Q1 2026.
iShares Core Universal USD Bond ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #710 holding.
SOA Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2020 and has held it in 22 quarters since.
SOA Wealth Advisors's iShares Core Universal USD Bond ETF position peaked at $6K in Q1 2021.
837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.