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

Two West 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 		$5.84M Buy
127,755
+42,834
+50% +$1.98M 2.9% 7
2026
Q1 		$3.92M Buy
84,921
+17,648
+26% +$822K 2.08% 8
2025
Q4 		$3.13M Buy
67,273
+958
+1% +$44.8K 1.82% 10
2025
Q3 		$3.12M Sell
66,315
-4,845
-7% -$224K 1.89% 10
2025
Q2 		$3.27M Buy
71,160
+34,659
+95% +$1.58M 2.14% 8
2025
Q1 		$1.65M Buy
36,501
+3,589
+11% +$164K 1.38% 14
2024
Q4 		$1.49M Buy
32,912
+1,449
+5% +$66.5K 1.28% 13
2024
Q3 		$1.48M Buy
31,463
+5,511
+21% +$256K 1.2% 13
2024
Q2 		$1.17M Buy
+25,952
New +$1.17M 1.12% 14

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
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
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Two West Capital Advisors's IUSB Position: Q2 2026 in Review

Two West Capital Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 50% in Q2 2026, buying an estimated $1.98M and bringing the position to 127,755 shares worth $5.84M. The position accounts for 2.9% of the portfolio, ranked #7.

Two West Capital Advisors first reported a position in IUSB in Q2 2024 and has held it in 9 quarters since. 298 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Two West Capital Advisors held 127,755 shares of iShares Core Universal USD Bond ETF worth $5.84M as of Q2 2026.
  • Two West Capital Advisors bought 42,834 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $1.98M.
  • iShares Core Universal USD Bond ETF made up 2.9% of Two West Capital Advisors's portfolio in Q2 2026, its #7 holding.
  • Two West Capital Advisors first reported a position in iShares Core Universal USD Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 298 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Two West Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.