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

Wealth Alliance’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 		$38.5M Buy
833,658
+271,541
+48% +$12.5M 3.22% 5
2026
Q1 		$26M Buy
562,117
+83,678
+17% +$3.9M 2.56% 5
2025
Q4 		$22.3M Buy
478,439
+33,003
+7% +$1.54M 2.18% 7
2025
Q3 		$20.8M Sell
445,436
-64,788
-13% -$3M 2.14% 7
2025
Q2 		$23.6M Buy
510,224
+1,637
+0.3% +$74.7K 2.63% 4
2025
Q1 		$23.4M Buy
508,587
+4,288
+0.9% +$195K 2.84% 3
2024
Q4 		$22.8M Sell
504,299
-49,914
-9% -$2.29M 2.73% 4
2024
Q3 		$26.1M Buy
554,213
+88,921
+19% +$4.13M 3.12% 3
2024
Q2 		$21M Buy
465,292
+5,081
+1% +$228K 2.72% 4
2024
Q1 		$21M Buy
460,211
+136,185
+42% +$6.2M 2.75% 3
2023
Q4 		$14.9M Buy
324,026
+1,731
+0.5% +$76.5K 2.09% 4
2023
Q3 		$14.1M Buy
322,295
+11,403
+4% +$510K 2.22% 3
2023
Q2 		$14.1M Buy
310,892
+11,004
+4% +$504K 2.11% 5
2023
Q1 		$13.8M Buy
299,888
+75,224
+33% +$3.44M 2.24% 3
2022
Q4 		$10.1M Buy
224,664
+45,787
+26% +$2.05M 1.79% 6
2022
Q3 		$7.96M Buy
178,877
+23,843
+15% +$1.11M 1.57% 5
2022
Q2 		$7.26M Buy
155,034
+25,795
+20% +$1.23M 1.39% 7
2022
Q1 		$6.41M Buy
129,239
+29,015
+29% +$1.48M 1.31% 9
2021
Q4 		$5.3M Buy
100,224
+8,902
+10% +$472K 1.07% 15
2021
Q3 		$4.86M Buy
91,322
+34,952
+62% +$1.88M 1.09% 15
2021
Q2 		$3.02M Buy
56,370
+33,064
+142% +$1.76M 0.71% 25
2021
Q1 		$1.23M Buy
+23,306
New +$1.25M 0.34% 65

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

Wealth Alliance's IUSB Position: Q2 2026 in Review

Wealth Alliance increased its iShares Core Universal USD Bond ETF (IUSB) stake by 48% in Q2 2026, buying an estimated $12.5M and bringing the position to 833,658 shares worth $38.5M. The position accounts for 3.22% of the portfolio, ranked #5.

Wealth Alliance first reported a position in IUSB in Q1 2021 and has held it in 22 quarters since. 859 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Wealth Alliance held 833,658 shares of iShares Core Universal USD Bond ETF worth $38.5M as of Q2 2026.
  • Wealth Alliance bought 271,541 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $12.5M.
  • iShares Core Universal USD Bond ETF made up 3.22% of Wealth Alliance's portfolio in Q2 2026, its #5 holding.
  • Wealth Alliance first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • 859 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.