TRUE Private Wealth Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

TRUE Private Wealth 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	$501K	Buy	10,851 +3,225	+42%	+$149K	0.04%	176
2026 Q1	$352K	Sell	7,626 -826	-10%	-$38.5K	0.03%	197
2025 Q4	$393K	Buy	8,452 +82	+1%	+$3.83K	0.04%	187
2025 Q3	$391K	Sell	8,370 -1,734	-17%	-$80.2K	0.04%	183
2025 Q2	$467K	Sell	10,104 -18,136	-64%	-$828K	0.05%	155
2025 Q1	$1.3M	Sell	28,240 -35,566	-56%	-$1.62M	0.16%	83
2024 Q4	$2.88M	Sell	63,806 -85,876	-57%	-$3.94M	0.35%	48
2024 Q3	$7.05M	Buy	149,682 +13,371	+10%	+$620K	0.84%	22
2024 Q2	$6.16M	Sell	136,311 -5,849	-4%	-$263K	0.7%	26
2024 Q1	$6.48M	Buy	142,160 +31,075	+28%	+$1.41M	0.74%	24
2023 Q4	$5.12M	Sell	111,085 -16,860	-13%	-$745K	0.65%	30
2023 Q3	$5.59M	Buy	127,945 +14,305	+13%	+$639K	0.78%	24
2023 Q2	$5.17M	Sell	113,640 -62,228	-35%	-$2.85M	0.76%	20
2023 Q1	$8.12M	Buy	175,868 +57,343	+48%	+$2.62M	1.2%	15
2022 Q4	$5.33M	Buy	118,525 +2,995	+3%	+$134K	0.82%	15
2022 Q3	$5.14M	Buy	115,530 +1,249	+1%	+$58.3K	0.78%	14
2022 Q2	$5.35M	Buy	114,281 +8,614	+8%	+$409K	0.78%	16
2022 Q1	$5.04M	Buy	105,667 +48,456	+85%	+$2.47M	0.71%	20
2021 Q4	$3.03M	Buy	57,211 +2,657	+5%	+$141K	0.43%	47
2021 Q3	$2.9M	Buy	54,554 +836	+2%	+$44.9K	0.42%	42
2021 Q2	$2.87M	Buy	53,718 +25,661	+91%	+$1.36M	0.43%	46
2021 Q1	$1.48M	Buy	+28,057	New	+$1.5M	0.24%	66

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

TRUE Private Wealth Advisors's IUSB Position: Q2 2026 in Review

TRUE Private Wealth Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 42% in Q2 2026, buying an estimated $149K and bringing the position to 10,851 shares worth $501K. The position accounts for 0.04% of the portfolio, ranked #176.

TRUE Private Wealth Advisors first reported a position in IUSB in Q1 2021 and has held it in 22 quarters since. The position peaked at $8.12M in Q1 2023. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

TRUE Private Wealth Advisors held 10,851 shares of iShares Core Universal USD Bond ETF worth $501K as of Q2 2026.
TRUE Private Wealth Advisors bought 3,225 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $149K.
iShares Core Universal USD Bond ETF made up 0.04% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #176 holding.
TRUE Private Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 22 quarters since.
TRUE Private Wealth Advisors's iShares Core Universal USD Bond ETF position peaked at $8.12M in Q1 2023.
857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.