Spectrum Planning & Advisory Services’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Spectrum Planning & Advisory Services’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	$1.45M	Sell	31,503 -1,686	-5%	-$77.7K	0.65%	35
2026 Q1	$1.53M	Sell	33,189 -1,528	-4%	-$71.2K	0.76%	35
2025 Q4	$1.62M	Sell	34,717 -237	-0.7%	-$11.1K	0.83%	28
2025 Q3	$1.63M	Sell	34,954 -2,673	-7%	-$124K	0.92%	29
2025 Q2	$1.74M	Sell	37,627 -21,568	-36%	-$984K	1.13%	28
2025 Q1	$2.73M	Sell	59,195 -95,224	-62%	-$4.34M	2.27%	14
2024 Q4	$6.98M	Buy	154,419 +25,240	+20%	+$1.16M	6.06%	5
2024 Q3	$6.09M	Sell	129,179 -26,063	-17%	-$1.21M	5.85%	6
2024 Q2	$7.05M	Buy	+155,242	New	+$6.98M	6.8%	2
2023 Q4	$1.04M	Buy	22,624 +1,047	+5%	+$46.3K	1.48%	16
2023 Q3	$943K	Sell	21,577 -6,462	-23%	-$289K	1.49%	15
2023 Q2	$1.27M	Buy	28,039 +2,295	+9%	+$105K	1.9%	13
2023 Q1	$1.19M	Sell	25,744 -33,454	-57%	-$1.53M	1.93%	11
2022 Q4	$2.66M	Sell	59,198 -10,176	-15%	-$455K	3.63%	8
2022 Q3	$3.09M	Sell	69,374 -1,235	-2%	-$57.6K	3.12%	11
2022 Q2	$3.31M	Sell	70,609 -7,985	-10%	-$379K	3.45%	10
2022 Q1	$3.9M	Buy	78,594 +5,592	+8%	+$285K	3.57%	9
2021 Q4	$3.86M	Buy	73,002 +28,177	+63%	+$1.49M	3.51%	9
2021 Q3	$2.39M	Buy	44,825 +1,678	+4%	+$90.1K	2.34%	15
2021 Q2	$2.31M	Buy	+43,147	New	+$2.29M	2.22%	13

Other funds holding IUSB

SWM

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

MAV

Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Spectrum Planning & Advisory Services's IUSB Position: Q2 2026 in Review

Spectrum Planning & Advisory Services reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 5.1% in Q2 2026, selling an estimated $77.7K and leaving 31,503 shares worth $1.45M. The position accounts for 0.65% of the portfolio, ranked #35.

Spectrum Planning & Advisory Services first reported a position in IUSB in Q2 2021 and has held it in 20 quarters since. The position peaked at $7.05M in Q2 2024. 164 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Spectrum Planning & Advisory Services held 31,503 shares of iShares Core Universal USD Bond ETF worth $1.45M as of Q2 2026.
Spectrum Planning & Advisory Services sold 1,686 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $77.7K.
iShares Core Universal USD Bond ETF made up 0.65% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #35 holding.
Spectrum Planning & Advisory Services first reported a position in iShares Core Universal USD Bond ETF in Q2 2021 and has held it in 20 quarters since.
Spectrum Planning & Advisory Services's iShares Core Universal USD Bond ETF position peaked at $7.05M in Q2 2024.
164 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.