WA
IUSB icon

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

Waverly 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 		$3.72M Sell
80,565
-1,394
-2% -$64.3K 0.02% 530
2026
Q1 		$3.79M Buy
81,959
+7,104
+9% +$331K 0.03% 478
2025
Q4 		$3.48M Sell
74,855
-2,372
-3% -$111K 0.03% 460
2025
Q3 		$3.61M Sell
77,227
-207,573
-73% -$9.6M 0.04% 385
2025
Q2 		$13.2M Sell
284,800
-1,921
-0.7% -$87.7K 0.14% 144
2025
Q1 		$13.2M Buy
286,721
+3,856
+1% +$176K 0.16% 136
2024
Q4 		$12.8M Buy
282,865
+275,533
+3,758% +$12.6M 0.2% 108
2024
Q3 		$345K Buy
7,332
+38
+0.5% +$1.76K 0.01% 653
2024
Q2 		$330K Sell
7,294
-1,435
-16% -$64.5K 0.01% 648
2024
Q1 		$398K Buy
+8,729
New +$397K 0.01% 517
2022
Q4 		– Sell
-5,591
Closed -$249K – 279
2022
Q3 		$249K Buy
5,591
+13
+0.2% +$606 0.02% 211
2022
Q2 		$261K Buy
5,578
+11
+0.2% +$523 0.02% 178
2022
Q1 		$276K Buy
5,567
+3
+0.1% +$153 0.02% 164
2021
Q4 		$284K Buy
5,564
+113
+2% +$5.99K 0.02% 163
2021
Q3 		$289K Buy
5,451
+9
+0.2% +$483 0.02% 173
2021
Q2 		$292K Buy
5,442
+8
+0.1% +$425 0.03% 155
2021
Q1 		$288K Sell
5,434
-2,000
-27% -$107K 0.03% 137
2020
Q4 		$402K Buy
7,434
+19
+0.3% +$1.03K 0.04% 104
2020
Q3 		$401K Buy
7,415
+8
+0.1% +$437 0.05% 98
2020
Q2 		$404K Buy
7,407
+156
+2% +$8.36K 0.05% 98
2020
Q1 		$381K Sell
7,251
-1,061
-13% -$55.7K 0.06% 91
2019
Q4 		$438K Sell
8,312
-717
-8% -$37.4K 0.06% 89
2019
Q3 		$473K Buy
9,029
+15
+0.2% +$781 0.07% 82
2019
Q2 		$466K Sell
9,014
-91
-1% -$4.62K 0.07% 79
2019
Q1 		$461K Sell
9,105
-4,163
-31% -$207K 0.07% 74
2018
Q4 		$653K Buy
+13,268
New +$647K 0.11% 60

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

Waverly Advisors's IUSB Position: Q2 2026 in Review

Waverly Advisors reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 1.7% in Q2 2026, selling an estimated $64.3K and leaving 80,565 shares worth $3.72M. The position accounts for 0.02% of the portfolio, ranked #530.

Waverly Advisors first reported a position in IUSB in Q4 2018 and has held it in 26 quarters since. The position peaked at $13.2M in Q1 2025. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Waverly Advisors held 80,565 shares of iShares Core Universal USD Bond ETF worth $3.72M as of Q2 2026.
  • Waverly Advisors sold 1,394 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $64.3K.
  • iShares Core Universal USD Bond ETF made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #530 holding.
  • Waverly Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2018 and has held it in 26 quarters since.
  • Waverly Advisors's iShares Core Universal USD Bond ETF position peaked at $13.2M in Q1 2025.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.