WWA
IUSB icon

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

WCG 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 		$21.3M Buy
461,103
+95,080
+26% +$4.38M 0.5% 56
2026
Q1 		$16.9M Sell
366,023
-2,669
-0.7% -$124K 0.47% 61
2025
Q4 		$17.2M Sell
368,692
-60,032
-14% -$2.81M 0.48% 60
2025
Q3 		$20M Buy
428,724
+5,450
+1% +$252K 1.26% 19
2025
Q2 		$19.6M Buy
423,274
+11,699
+3% +$534K 1.27% 17
2025
Q1 		$19M Sell
411,575
-67,246
-14% -$3.06M 1.44% 17
2024
Q4 		$21.6M Buy
478,821
+20,380
+4% +$935K 1.43% 18
2024
Q3 		$21.6M Buy
458,441
+47,802
+12% +$2.22M 1.46% 15
2024
Q2 		$18.6M Buy
410,639
+89,516
+28% +$4.03M 1.38% 17
2024
Q1 		$14.6M Buy
321,123
+171,123
+114% +$7.79M 1.22% 22
2023
Q4 		$6.91M Sell
150,000
-123,058
-45% -$5.44M 0.51% 58
2023
Q3 		$11.9M Buy
273,058
+20,266
+8% +$906K 0.87% 34
2023
Q2 		$11.5M Buy
+252,792
New +$11.6M 1.34% 22

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

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

WCG Wealth Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 26% in Q2 2026, buying an estimated $4.38M and bringing the position to 461,103 shares worth $21.3M. The position accounts for 0.5% of the portfolio, ranked #56.

WCG Wealth Advisors first reported a position in IUSB in Q2 2023 and has held it in 13 quarters since. The position peaked at $21.6M in Q4 2024. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • WCG Wealth Advisors held 461,103 shares of iShares Core Universal USD Bond ETF worth $21.3M as of Q2 2026.
  • WCG Wealth Advisors bought 95,080 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $4.38M.
  • iShares Core Universal USD Bond ETF made up 0.5% of WCG Wealth Advisors's portfolio in Q2 2026, its #56 holding.
  • WCG Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • WCG Wealth Advisors's iShares Core Universal USD Bond ETF position peaked at $21.6M in Q4 2024.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

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