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

TrueWealth 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 		$672K Buy
14,569
+2,774
+24% +$128K 0.15% 124
2026
Q1 		$545K Sell
11,795
-519
-4% -$24.2K 0.14% 133
2025
Q4 		$573K Buy
12,314
+1,534
+14% +$71.7K 0.15% 120
2025
Q3 		$504K Sell
10,780
-1,099
-9% -$50.8K 0.14% 132
2025
Q2 		$549K Sell
11,879
-2,144
-15% -$97.8K 0.16% 116
2025
Q1 		$646K Sell
14,023
-15,141
-52% -$690K 0.21% 84
2024
Q4 		$1.32M Buy
29,164
+2,375
+9% +$109K 0.44% 50
2024
Q3 		$1.26M Sell
26,789
-5,747
-18% -$267K 0.42% 51
2024
Q2 		$1.47M Buy
32,536
+254
+0.8% +$11.4K 0.54% 40
2024
Q1 		$1.47M Buy
32,282
+3,269
+11% +$149K 0.57% 37
2023
Q4 		$1.34M Buy
29,013
+2,933
+11% +$130K 0.52% 38
2023
Q3 		$1.14M Sell
26,080
-3,387
-11% -$151K 0.48% 40
2023
Q2 		$1.34M Buy
29,467
+427
+1% +$19.5K 0.55% 37
2023
Q1 		$1.34M Buy
29,040
+5,272
+22% +$241K 0.56% 40
2022
Q4 		$1.07M Buy
23,768
+2,203
+10% +$98.5K 0.47% 44
2022
Q3 		$960K Sell
21,565
-1,181
-5% -$55.1K 0.45% 46
2022
Q2 		$1.06M Buy
22,746
+2,639
+13% +$125K 0.5% 45
2022
Q1 		$1.06M Hold
20,107
– – 0.48% 46
2021
Q4 		$1.06M Buy
20,107
+2,591
+15% +$137K 0.48% 46
2021
Q3 		$933K Buy
17,516
+2,260
+15% +$121K 0.52% 48
2021
Q2 		$816K Buy
15,256
+4,784
+46% +$254K 0.48% 48
2021
Q1 		$556K Buy
+10,472
New +$561K 0.36% 58

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

TrueWealth Advisors's IUSB Position: Q2 2026 in Review

TrueWealth Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 24% in Q2 2026, buying an estimated $128K and bringing the position to 14,569 shares worth $672K. The position accounts for 0.15% of the portfolio, ranked #124.

TrueWealth Advisors first reported a position in IUSB in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.47M in Q1 2024. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • TrueWealth Advisors held 14,569 shares of iShares Core Universal USD Bond ETF worth $672K as of Q2 2026.
  • TrueWealth Advisors bought 2,774 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $128K.
  • iShares Core Universal USD Bond ETF made up 0.15% of TrueWealth Advisors's portfolio in Q2 2026, its #124 holding.
  • TrueWealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • TrueWealth Advisors's iShares Core Universal USD Bond ETF position peaked at $1.47M in Q1 2024.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.