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

Valmark 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 		$1.09M Sell
23,512
-909
-4% -$41.9K 0.01% 349
2026
Q1 		$1.13M Buy
24,421
+946
+4% +$44.1K 0.01% 333
2025
Q4 		$1.09M Buy
23,475
+10,397
+79% +$486K 0.01% 331
2025
Q3 		$611K Buy
13,078
+164
+1% +$7.58K 0.01% 402
2025
Q2 		$597K Sell
12,914
-2,699
-17% -$123K 0.01% 417
2025
Q1 		$719K Sell
15,613
-3,149
-17% -$144K 0.01% 369
2024
Q4 		$848K Sell
18,762
-1,438
-7% -$66K 0.01% 333
2024
Q3 		$952K Sell
20,200
-13,964
-41% -$648K 0.01% 308
2024
Q2 		$1.54M Buy
34,164
+28,534
+507% +$1.28M 0.03% 214
2024
Q1 		$257K Sell
5,630
-212
-4% -$9.65K ﹤0.01% 482
2023
Q4 		$269K Sell
5,842
-55
-0.9% -$2.43K 0.01% 444
2023
Q3 		$258K Sell
5,897
-294
-5% -$13.1K 0.01% 417
2023
Q2 		$282K Sell
6,191
-449
-7% -$20.5K 0.01% 409
2023
Q1 		$306K Buy
6,640
+1,010
+18% +$46.2K 0.01% 388
2022
Q4 		$253K Sell
5,630
-17
-0.3% -$760 0.01% 395
2022
Q3 		$251K Buy
+5,647
New +$263K 0.01% 370

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

Valmark Advisers's IUSB Position: Q2 2026 in Review

Valmark Advisers reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 3.7% in Q2 2026, selling an estimated $41.9K and leaving 23,512 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #349.

Valmark Advisers first reported a position in IUSB in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.54M in Q2 2024. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Valmark Advisers held 23,512 shares of iShares Core Universal USD Bond ETF worth $1.09M as of Q2 2026.
  • Valmark Advisers sold 909 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $41.9K.
  • iShares Core Universal USD Bond ETF made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #349 holding.
  • Valmark Advisers first reported a position in iShares Core Universal USD Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Valmark Advisers's iShares Core Universal USD Bond ETF position peaked at $1.54M in Q2 2024.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.