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

Stewardship 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	$224K	Buy	+4,848	New	+$224K	0.05%	166

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

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Stewardship Advisors's IUSB Position: Q2 2026 in Review

Stewardship Advisors opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q2 2026: 4,848 shares worth $224K. The stake represents 0.05% of the portfolio and ranks #166 among its holdings.

421 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Stewardship Advisors held 4,848 shares of iShares Core Universal USD Bond ETF worth $224K as of Q2 2026.
iShares Core Universal USD Bond ETF was a new Stewardship Advisors position in Q2 2026.
iShares Core Universal USD Bond ETF made up 0.05% of Stewardship Advisors's portfolio in Q2 2026, its #166 holding.
421 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

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