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

Transcend Capital 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 		$2.84M Buy
61,587
+16,935
+38% +$781K 0.19% 99
2026
Q1 		$2.06M Buy
44,652
+4,226
+10% +$197K 0.17% 123
2025
Q4 		$1.88M Sell
40,426
-3,228
-7% -$151K 0.15% 136
2025
Q3 		$2.04M Sell
43,654
-7,045
-14% -$326K 0.14% 146
2025
Q2 		$2.34M Sell
50,699
-5,158
-9% -$235K 0.18% 127
2025
Q1 		$2.57M Sell
55,857
-3,849
-6% -$175K 0.18% 129
2024
Q4 		$2.7M Sell
59,706
-49,628
-45% -$2.28M 0.19% 125
2024
Q3 		$5.15M Buy
109,334
+18,838
+21% +$874K 0.35% 67
2024
Q2 		$4.09M Sell
90,496
-11,865
-12% -$534K 0.3% 76
2024
Q1 		$4.67M Buy
102,361
+26,719
+35% +$1.22M 0.37% 60
2023
Q4 		$3.48M Sell
75,642
-11,944
-14% -$528K 0.31% 76
2023
Q3 		$3.83M Sell
87,586
-11,016
-11% -$492K 0.37% 60
2023
Q2 		$4.48M Buy
98,602
+393
+0.4% +$18K 0.43% 53
2023
Q1 		$4.53M Buy
98,209
+24,172
+33% +$1.11M 0.47% 47
2022
Q4 		$3.33M Buy
74,037
+12,448
+20% +$557K 0.36% 61
2022
Q3 		$2.74M Buy
61,589
+2,943
+5% +$137K 0.3% 86
2022
Q2 		$2.75M Sell
58,646
-2,199
-4% -$104K 0.29% 94
2022
Q1 		$3.02M Buy
60,845
+14,911
+32% +$760K 0.27% 94
2021
Q4 		$2.43M Buy
45,934
+1,024
+2% +$54.3K 0.21% 113
2021
Q3 		$2.38M Buy
44,910
+7,644
+21% +$411K 0.21% 110
2021
Q2 		$1.99M Buy
37,266
+18,807
+102% +$999K 0.29% 91
2021
Q1 		$971K Buy
+18,459
New +$989K 0.12% 187

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

Transcend Capital Advisors's IUSB Position: Q2 2026 in Review

Transcend Capital Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 38% in Q2 2026, buying an estimated $781K and bringing the position to 61,587 shares worth $2.84M. The position accounts for 0.19% of the portfolio, ranked #99.

Transcend Capital Advisors first reported a position in IUSB in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.15M in Q3 2024. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Transcend Capital Advisors held 61,587 shares of iShares Core Universal USD Bond ETF worth $2.84M as of Q2 2026.
  • Transcend Capital Advisors bought 16,935 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $781K.
  • iShares Core Universal USD Bond ETF made up 0.19% of Transcend Capital Advisors's portfolio in Q2 2026, its #99 holding.
  • Transcend Capital Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Transcend Capital Advisors's iShares Core Universal USD Bond ETF position peaked at $5.15M in Q3 2024.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.