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SWP Financial’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

SWP Financial’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 		$13.8M Buy
298,965
+1,029
+0.3% +$47.5K 6.38% 4
2026
Q1 		$13.8M Buy
297,936
+4,630
+2% +$216K 7.02% 4
2025
Q4 		$13.7M Buy
293,306
+45,587
+18% +$2.13M 6.85% 4
2025
Q3 		$11.6M Sell
247,719
-16,982
-6% -$785K 5.89% 4
2025
Q2 		$12.2M Sell
264,701
-43,483
-14% -$1.98M 6.72% 4
2025
Q1 		$14.2M Sell
308,184
-4,636
-1% -$211K 8.68% 2
2024
Q4 		$14.1M Buy
312,820
+121,095
+63% +$5.56M 8.53% 3
2024
Q3 		$9.03M Sell
191,725
-35,501
-16% -$1.65M 5.51% 8
2024
Q2 		$10.3M Buy
+227,226
New +$10.2M 6.79% 4

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 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

SWP Financial's IUSB Position: Q2 2026 in Review

SWP Financial increased its iShares Core Universal USD Bond ETF (IUSB) stake by 0.35% in Q2 2026, buying an estimated $47.5K and bringing the position to 298,965 shares worth $13.8M. The position accounts for 6.38% of the portfolio, ranked #4.

SWP Financial first reported a position in IUSB in Q2 2024 and has held it in 9 quarters since. The position peaked at $14.2M in Q1 2025. 465 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • SWP Financial held 298,965 shares of iShares Core Universal USD Bond ETF worth $13.8M as of Q2 2026.
  • SWP Financial bought 1,029 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $47.5K.
  • iShares Core Universal USD Bond ETF made up 6.38% of SWP Financial's portfolio in Q2 2026, its #4 holding.
  • SWP Financial first reported a position in iShares Core Universal USD Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • SWP Financial's iShares Core Universal USD Bond ETF position peaked at $14.2M in Q1 2025.
  • 465 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on SWP Financial's 13F filing for Q2 2026, filed 24 Jul 2026.