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

Sunesis 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 		$3.49M Buy
75,655
+631
+0.8% +$29.1K 1.44% 11
2026
Q1 		$3.47M Buy
75,024
+2,547
+4% +$119K 1.57% 11
2025
Q4 		$3.37M Buy
72,477
+2,165
+3% +$101K 1.53% 13
2025
Q3 		$3.28M Buy
+70,312
New +$3.25M 1.53% 12
2025
Q1 		$3M Buy
65,038
+2,755
+4% +$126K 1.63% 11
2024
Q4 		$2.82M Buy
62,283
+655
+1% +$30.1K 1.71% 9
2024
Q3 		$2.9M Buy
61,628
+473
+0.8% +$21.9K 1.75% 9
2024
Q2 		$2.77M Buy
61,155
+464
+0.8% +$20.9K 1.64% 13
2024
Q1 		$2.77M Buy
60,691
+279
+0.5% +$12.7K 1.62% 13
2023
Q4 		$2.78M Buy
60,412
+3,166
+6% +$140K 1.7% 12
2023
Q3 		$2.5M Buy
+57,246
New +$2.56M 1.77% 8
2023
Q1 		$834K Buy
18,075
+3,672
+25% +$168K 0.6% 30
2022
Q4 		$647K Hold
14,403
– – 0.41% 36
2022
Q3 		$641K Hold
14,403
– – 0.44% 34
2022
Q2 		$674K Hold
14,403
– – 0.44% 35
2022
Q1 		$715K Hold
14,403
– – 0.41% 35
2021
Q4 		$762K Hold
14,403
– – 0.56% 26
2021
Q3 		$767K Hold
14,403
– – 0.59% 24
2021
Q2 		$770K Hold
14,403
– – 0.59% 24
2021
Q1 		$760K Hold
14,403
– – 0.61% 23
2020
Q4 		$786K Hold
14,403
– – 0.64% 21
2020
Q3 		$783K Hold
14,403
– – 0.7% 20
2020
Q2 		$783K Hold
14,403
– – 0.72% 20
2020
Q1 		$756K Hold
14,403
– – 0.76% 21
2019
Q4 		$751K Hold
14,403
– – 0.68% 22
2019
Q3 		$755K Hold
14,403
– – 0.78% 20
2019
Q2 		$744K Hold
14,403
– – 0.8% 20
2019
Q1 		$729K Hold
14,403
– – 0.73% 21
2018
Q4 		$709K Buy
+14,403
New +$702K 0.77% 21

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

Sunesis Advisors's IUSB Position: Q2 2026 in Review

Sunesis Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 0.84% in Q2 2026, buying an estimated $29.1K and bringing the position to 75,655 shares worth $3.49M. The position accounts for 1.44% of the portfolio, ranked #11.

Sunesis Advisors first reported a position in IUSB in Q4 2018 and has held it in 29 quarters since. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Sunesis Advisors held 75,655 shares of iShares Core Universal USD Bond ETF worth $3.49M as of Q2 2026.
  • Sunesis Advisors bought 631 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $29.1K.
  • iShares Core Universal USD Bond ETF made up 1.44% of Sunesis Advisors's portfolio in Q2 2026, its #11 holding.
  • Sunesis Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2018 and has held it in 29 quarters since.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Sunesis Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.