VWA
IUSB icon

Valued Wealth Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Valued Wealth 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 		$17.2K Hold
373
– – 0.01% 221
2026
Q1 		$17.2K Hold
373
– – 0.01% 194
2025
Q4 		$17.4K Sell
373
-688
-65% -$32.2K 0.01% 173
2025
Q3 		$49.6K Sell
1,061
-25
-2% -$1.16K 0.02% 87
2025
Q2 		$50.2K Sell
1,086
-38
-3% -$1.73K 0.03% 83
2025
Q1 		$51.8K Buy
1,124
+25
+2% +$1.14K 0.03% 87
2024
Q4 		$49.7K Sell
1,099
-142
-11% -$6.52K 0.03% 88
2024
Q3 		$58.5K Buy
+1,241
New +$57.6K 0.04% 65

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

Valued Wealth Advisors's IUSB Position: Q2 2026 in Review

Valued Wealth Advisors held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q2 2026 at 373 shares worth $17.2K. The position accounts for 0.01% of the portfolio, ranked #221.

Valued Wealth Advisors first reported a position in IUSB in Q3 2024 and has held it in 8 quarters since. The position peaked at $58.5K in Q3 2024. 298 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Valued Wealth Advisors held 373 shares of iShares Core Universal USD Bond ETF worth $17.2K as of Q2 2026.
  • Valued Wealth Advisors left its iShares Core Universal USD Bond ETF share count unchanged in Q2 2026.
  • iShares Core Universal USD Bond ETF made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #221 holding.
  • Valued Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Valued Wealth Advisors's iShares Core Universal USD Bond ETF position peaked at $58.5K in Q3 2024.
  • 298 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.