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SWMG LLC’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

SWMG LLC’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 		$6.93M Buy
151,734
+48,124
+46% +$2.22M 1.63% 17
2026
Q1 		$4.79M Sell
103,610
-4,111
-4% -$192K 1.37% 20
2025
Q4 		$5.03M Sell
107,721
-14,874
-12% -$695K 1.4% 19
2025
Q3 		$5.77M Sell
122,595
-32,690
-21% -$1.51M 1.74% 15
2025
Q2 		$7.12M Sell
155,285
-141,372
-48% -$6.45M 2.4% 11
2025
Q1 		$13.6M Buy
296,657
+171,194
+136% +$7.8M 5.4% 3
2024
Q4 		$5.68M Buy
125,463
+1,056
+0.8% +$48.5K 2.26% 11
2024
Q3 		$5.67M Sell
124,407
-6,200
-5% -$288K 2.34% 10
2024
Q2 		$5.91M Sell
130,607
-669
-0.5% -$30.1K 2.63% 9
2024
Q1 		$5.98M Sell
131,276
-3,126
-2% -$142K 2.69% 8
2023
Q4 		$6.19M Sell
134,402
-29,630
-18% -$1.31M 2.95% 6
2023
Q3 		$7.17M Sell
164,032
-5,419
-3% -$242K 3.76% 5
2023
Q2 		$7.7M Buy
169,451
+1,292
+0.8% +$59.1K 4.03% 5
2023
Q1 		$7.76M Buy
168,159
+21,237
+14% +$972K 4.33% 5
2022
Q4 		$6.6M Buy
146,922
+45,223
+44% +$2.02M 3.99% 5
2022
Q3 		$4.53M Buy
+101,699
New +$4.74M 2.95% 9
2022
Q1 		$5.32M Buy
107,264
+20,393
+23% +$1.04M 2.91% 7
2021
Q4 		$4.6M Buy
86,871
+2,429
+3% +$129K 2.44% 9
2021
Q3 		$4.5M Sell
84,442
-16,738
-17% -$899K 2.61% 10
2021
Q2 		$5.41M Sell
101,180
-8,079
-7% -$429K 3.19% 8
2021
Q1 		$5.76M Buy
109,259
+27,162
+33% +$1.46M 3.94% 7
2020
Q4 		$4.45M Buy
+82,097
New +$4.46M 3.25% 9

Other funds holding IUSB

Envestnet Portfolio Solutions
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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
Commonwealth Equity Services
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

SWMG LLC's IUSB Position: Q2 2026 in Review

SWMG LLC increased its iShares Core Universal USD Bond ETF (IUSB) stake by 46% in Q2 2026, buying an estimated $2.22M and bringing the position to 151,734 shares worth $6.93M. The position accounts for 1.63% of the portfolio, ranked #17.

SWMG LLC first reported a position in IUSB in Q4 2020 and has held it in 22 quarters since. The position peaked at $13.6M in Q1 2025. 425 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • SWMG LLC held 151,734 shares of iShares Core Universal USD Bond ETF worth $6.93M as of Q2 2026.
  • SWMG LLC bought 48,124 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $2.22M.
  • iShares Core Universal USD Bond ETF made up 1.63% of SWMG LLC's portfolio in Q2 2026, its #17 holding.
  • SWMG LLC first reported a position in iShares Core Universal USD Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • SWMG LLC's iShares Core Universal USD Bond ETF position peaked at $13.6M in Q1 2025.
  • 425 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.