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Advisory Solutions Group, LLC’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Advisory Solutions Group, LLC’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 		$2.92M Buy
+63,276
New +$2.92M 0.99% 25

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
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Advisory Solutions Group, LLC's IUSB Position: Q2 2026 in Review

Advisory Solutions Group, LLC opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q2 2026: 63,276 shares worth $2.92M. The stake represents 0.99% of the portfolio and ranks #25 among its holdings.

388 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Advisory Solutions Group, LLC held 63,276 shares of iShares Core Universal USD Bond ETF worth $2.92M as of Q2 2026.
  • iShares Core Universal USD Bond ETF was a new Advisory Solutions Group, LLC position in Q2 2026.
  • iShares Core Universal USD Bond ETF made up 0.99% of Advisory Solutions Group, LLC's portfolio in Q2 2026, its #25 holding.
  • 388 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Advisory Solutions Group, LLC's 13F filing for Q2 2026, filed 29 Jul 2026.