Spire Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Spire Wealth Management’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	$40.1M	Sell	868,483 -9,553	-1%	-$441K	1.21%	9
2026 Q1	$40.6M	Buy	878,036 +423,956	+93%	+$19.8M	1.38%	8
2025 Q4	$21.1M	Sell	454,080 -13,256	-3%	-$620K	0.71%	29
2025 Q3	$21.8M	Sell	467,336 -1,421,604	-75%	-$65.7M	0.74%	27
2025 Q2	$87M	Buy	1,888,940 +1,751,742	+1,277%	+$79.9M	3.12%	3
2025 Q1	$6.32M	Sell	137,198 -7,843	-5%	-$357K	0.2%	103
2024 Q4	$6.56M	Sell	145,041 -7,975	-5%	-$366K	0.2%	105
2024 Q3	$7.21M	Buy	153,016 +8,787	+6%	+$408K	0.24%	88
2024 Q2	$6.52M	Sell	144,229 -262,545	-65%	-$11.8M	0.23%	93
2024 Q1	$18.5M	Buy	406,774 +72,713	+22%	+$3.31M	0.34%	68
2023 Q4	$15.2M	Sell	334,061 -8,730	-3%	-$386K	0.5%	41
2023 Q3	$15M	Buy	342,791 +74,003	+28%	+$3.31M	0.57%	36
2023 Q2	$12.2M	Sell	268,788 -4,874	-2%	-$223K	0.45%	46
2023 Q1	$12.6M	Buy	273,662 +146,124	+115%	+$6.69M	0.49%	40
2022 Q4	$5.73M	Sell	127,538 -10,856	-8%	-$486K	0.32%	73
2022 Q3	$6.16M	Sell	138,394 -124,013	-47%	-$5.79M	0.37%	65
2022 Q2	$12.3M	Sell	262,407 -126,719	-33%	-$6.02M	0.51%	45
2022 Q1	$19.3M	Buy	389,126 +129,640	+50%	+$6.61M	0.52%	38
2021 Q4	$13.7M	Buy	259,486 +21,053	+9%	+$1.12M	0.3%	95
2021 Q3	$12.7M	Buy	238,433 +24,373	+11%	+$1.31M	0.34%	84
2021 Q2	$11.4M	Buy	214,060 +71,537	+50%	+$3.8M	0.31%	89
2021 Q1	$7.54M	Buy	+142,523	New	+$7.64M	0.2%	123

Other funds holding IUSB

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Spire Wealth Management's IUSB Position: Q2 2026 in Review

Spire Wealth Management reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 1.1% in Q2 2026, selling an estimated $441K and leaving 868,483 shares worth $40.1M. The position accounts for 1.21% of the portfolio, ranked #9.

Spire Wealth Management first reported a position in IUSB in Q1 2021 and has held it in 22 quarters since. The position peaked at $87M in Q2 2025. 217 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Spire Wealth Management held 868,483 shares of iShares Core Universal USD Bond ETF worth $40.1M as of Q2 2026.
Spire Wealth Management sold 9,553 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $441K.
iShares Core Universal USD Bond ETF made up 1.21% of Spire Wealth Management's portfolio in Q2 2026, its #9 holding.
Spire Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's iShares Core Universal USD Bond ETF position peaked at $87M in Q2 2025.
217 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.