VH
IUSB icon

Visionary Horizons’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Visionary Horizons’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 		$2.39M Buy
51,685
+12,857
+33% +$593K 1% 17
2026
Q1 		$1.79M Buy
38,828
+4,609
+13% +$215K 0.88% 20
2025
Q4 		$1.59M Buy
34,219
+4,871
+17% +$228K 0.82% 21
2025
Q3 		$1.37M Buy
29,348
+5,555
+23% +$257K 0.76% 20
2025
Q2 		$1.1M Buy
23,793
+4,899
+26% +$224K 0.7% 21
2025
Q1 		$871K Buy
18,894
+10,386
+122% +$473K 0.61% 28
2024
Q4 		$385K Buy
8,508
+732
+9% +$33.6K 0.25% 69
2024
Q3 		$366K Buy
7,776
+1,990
+34% +$92.3K 0.25% 66
2024
Q2 		$262K Buy
+5,786
New +$260K 0.19% 73

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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 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

Visionary Horizons's IUSB Position: Q2 2026 in Review

Visionary Horizons increased its iShares Core Universal USD Bond ETF (IUSB) stake by 33% in Q2 2026, buying an estimated $593K and bringing the position to 51,685 shares worth $2.39M. The position accounts for 1% of the portfolio, ranked #17.

Visionary Horizons first reported a position in IUSB in Q2 2024 and has held it in 9 quarters since. 423 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Visionary Horizons held 51,685 shares of iShares Core Universal USD Bond ETF worth $2.39M as of Q2 2026.
  • Visionary Horizons bought 12,857 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $593K.
  • iShares Core Universal USD Bond ETF made up 1% of Visionary Horizons's portfolio in Q2 2026, its #17 holding.
  • Visionary Horizons first reported a position in iShares Core Universal USD Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 423 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Visionary Horizons's 13F filing for Q2 2026, filed 16 Jul 2026.