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Valley National Advisers’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Valley National Advisers’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 		$16.7M Buy
362,856
+7,946
+2% +$366K 1.86% 12
2026
Q1 		$16.4M Sell
354,910
-17,537
-5% -$817K 2.12% 11
2025
Q4 		$17.3M Buy
372,447
+234,452
+170% +$11M 2.4% 10
2025
Q3 		$6.45M Buy
137,995
+3,833
+3% +$177K 1% 20
2025
Q2 		$6.2M Sell
134,162
-1,971
-1% -$89.9K 1.01% 16
2025
Q1 		$6.27M Sell
136,133
-1,864
-1% -$85K 1.13% 15
2024
Q4 		$6.24M Sell
137,997
-11,682
-8% -$536K 1.12% 14
2024
Q3 		$7.05M Sell
149,679
-137,347
-48% -$6.37M 1.27% 13
2024
Q2 		$13M Sell
287,026
-7,267
-2% -$327K 1.93% 10
2024
Q1 		$13.4M Buy
294,293
+24,742
+9% +$1.13M 2.03% 10
2023
Q4 		$12.4M Buy
269,551
+7,862
+3% +$347K 1.97% 9
2023
Q3 		$11.4M Buy
261,689
+15,071
+6% +$674K 2% 10
2023
Q2 		$11.2M Buy
246,618
+44,498
+22% +$2.04M 1.88% 10
2023
Q1 		$9.31M Buy
202,120
+21,281
+12% +$974K 1.64% 13
2022
Q4 		$8.33M Buy
180,839
+107,673
+147% +$4.82M 1.49% 13
2022
Q3 		$3.21M Sell
73,166
-103,945
-59% -$4.85M 0.67% 35
2022
Q2 		$8.29M Buy
177,111
+146,650
+481% +$6.97M 1.75% 11
2022
Q1 		$1.51M Sell
30,461
-9,015
-23% -$459K 0.29% 76
2021
Q4 		$2.09M Sell
39,476
-13,687
-26% -$726K 0.39% 73
2021
Q3 		$2.83M Buy
53,163
+1,787
+3% +$96K 0.51% 38
2021
Q2 		$2.75M Buy
51,376
+5,777
+13% +$307K 0.5% 41
2021
Q1 		$2.4M Buy
45,599
+7,208
+19% +$386K 0.47% 41
2020
Q4 		$2.1M Buy
+38,391
New +$2.09M 0.44% 41

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

Valley National Advisers's IUSB Position: Q2 2026 in Review

Valley National Advisers increased its iShares Core Universal USD Bond ETF (IUSB) stake by 2.2% in Q2 2026, buying an estimated $366K and bringing the position to 362,856 shares worth $16.7M. The position accounts for 1.86% of the portfolio, ranked #12.

Valley National Advisers first reported a position in IUSB in Q4 2020 and has held it in 23 quarters since. The position peaked at $17.3M in Q4 2025. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Valley National Advisers held 362,856 shares of iShares Core Universal USD Bond ETF worth $16.7M as of Q2 2026.
  • Valley National Advisers bought 7,946 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $366K.
  • iShares Core Universal USD Bond ETF made up 1.86% of Valley National Advisers's portfolio in Q2 2026, its #12 holding.
  • Valley National Advisers first reported a position in iShares Core Universal USD Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Valley National Advisers's iShares Core Universal USD Bond ETF position peaked at $17.3M in Q4 2025.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.