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

United Capital Financial 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
Q1 		$189M Buy
4,101,187
+107,205
+3% +$5M 1.17% 15
2025
Q4 		$186M Buy
3,993,982
+81,437
+2% +$3.81M 1.12% 15
2025
Q3 		$183M Sell
3,912,545
-447,818
-10% -$20.7M 1.31% 14
2025
Q2 		$202M Sell
4,360,363
-612,076
-12% -$27.9M 1.63% 12
2025
Q1 		$229M Sell
4,972,439
-205,621
-4% -$9.37M 1.96% 8
2024
Q4 		$234M Sell
5,178,060
-669,520
-11% -$30.7M 1.98% 7
2024
Q3 		$276M Buy
5,847,580
+589,342
+11% +$27.3M 2.27% 6
2024
Q2 		$238M Sell
5,258,238
-146,133
-3% -$6.57M 2.04% 7
2024
Q1 		$246M Buy
5,404,371
+1,097,430
+25% +$49.9M 2.03% 7
2023
Q4 		$198M Buy
4,306,941
+4,290,439
+26,000% +$190M 1.65% 8
2023
Q3 		$721K Buy
16,502
+442
+3% +$19.8K ﹤0.01% 573
2023
Q2 		$730K Sell
16,060
-8,410
-34% -$385K ﹤0.01% 616
2023
Q1 		$1.13M Sell
24,470
-10,301
-30% -$471K 0.01% 550
2022
Q4 		$1.56M Sell
34,771
-10,148
-23% -$454K 0.01% 528
2022
Q3 		$2M Buy
44,919
+15,295
+52% +$714K 0.01% 474
2022
Q2 		$1.39M Buy
29,624
+8,533
+40% +$405K 0.01% 563
2022
Q1 		$1.05M Buy
21,091
+2,747
+15% +$140K 0.01% 662
2021
Q4 		$971K Buy
18,344
+1,859
+11% +$98.6K ﹤0.01% 686
2021
Q3 		$878K Buy
16,485
+11,924
+261% +$641K ﹤0.01% 707
2021
Q2 		$244K Sell
4,561
-787
-15% -$41.8K ﹤0.01% 1087
2021
Q1 		$282K Sell
5,348
-6,733
-56% -$361K ﹤0.01% 1001
2020
Q4 		$659K Hold
12,081
– – ﹤0.01% 779
2020
Q3 		$657K Hold
12,081
– – ﹤0.01% 766
2020
Q2 		$656K Hold
12,081
– – ﹤0.01% 772
2020
Q1 		$634K Hold
12,081
– – 0.01% 739
2019
Q4 		$630K Buy
12,081
+1
+0% +$52 ﹤0.01% 925
2019
Q3 		$633K Hold
12,080
– – ﹤0.01% 880
2019
Q2 		$624K Sell
12,080
-335
-3% -$17K ﹤0.01% 968
2019
Q1 		$628K Hold
12,415
– – ﹤0.01% 917
2018
Q4 		$611K Buy
12,415
+15
+0.1% +$731 ﹤0.01% 853
2018
Q3 		$609K Sell
12,400
-245
-2% -$12.1K ﹤0.01% 919
2018
Q2 		$624K Buy
12,645
+2,645
+26% +$131K ﹤0.01% 883
2018
Q1 		$499K Buy
+10,000
New +$501K ﹤0.01% 958

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

United Capital Financial Advisors's IUSB Position: Q1 2026 in Review

United Capital Financial Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 2.7% in Q1 2026, buying an estimated $5M and bringing the position to 4,101,187 shares worth $189M. The position accounts for 1.17% of the portfolio, ranked #15.

United Capital Financial Advisors first reported a position in IUSB in Q1 2018 and has held it in 33 quarters since. The position peaked at $276M in Q3 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • United Capital Financial Advisors held 4,101,187 shares of iShares Core Universal USD Bond ETF worth $189M as of Q1 2026.
  • United Capital Financial Advisors bought 107,205 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $5M.
  • iShares Core Universal USD Bond ETF made up 1.17% of United Capital Financial Advisors's portfolio in Q1 2026, its #15 holding.
  • United Capital Financial Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2018 and has held it in 33 quarters since.
  • United Capital Financial Advisors's iShares Core Universal USD Bond ETF position peaked at $276M in Q3 2024.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.