Wealth Enhancement Advisory Services
IUSB icon

Wealth Enhancement Advisory Services’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Wealth Enhancement Advisory Services’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 		$39.3M Buy
859,965
+205,159
+31% +$9.46M 0.07% 254
2026
Q1 		$30.2M Buy
654,806
+514,005
+365% +$24M 0.06% 281
2025
Q4 		$6.56M Buy
140,801
+18,714
+15% +$875K 0.01% 886
2025
Q3 		$5.69M Buy
122,087
+20,799
+21% +$962K 0.01% 888
2025
Q2 		$4.65M Sell
101,288
-27,930
-22% -$1.27M 0.01% 930
2025
Q1 		$5.95M Sell
129,218
-82,946
-39% -$3.78M 0.01% 762
2024
Q4 		$9.59M Buy
212,164
+103,966
+96% +$4.77M 0.02% 573
2024
Q3 		$5.1M Sell
108,198
-8,323
-7% -$386K 0.01% 714
2024
Q2 		$5.27M Sell
116,521
-3,345
-3% -$150K 0.01% 670
2024
Q1 		$5.46M Sell
119,866
-30,090
-20% -$1.37M 0.01% 638
2023
Q4 		$6.91M Buy
149,956
+13,301
+10% +$588K 0.02% 516
2023
Q3 		$5.97M Buy
+136,655
New +$6.11M 0.02% 535
2022
Q2 		– Sell
-4,769
Closed -$236K – 352
2022
Q1 		$236K Sell
4,769
-10,174
-68% -$519K ﹤0.01% 300
2021
Q4 		$772K Buy
14,943
+8,407
+129% +$446K 0.01% 235
2021
Q3 		$347K Buy
6,536
+6
+0.1% +$322 0.01% 261
2021
Q2 		$351K Buy
6,530
+246
+4% +$13.1K 0.01% 248
2021
Q1 		$333K Buy
+6,284
New +$337K 0.01% 239

Other funds holding IUSB

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
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
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services's IUSB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Core Universal USD Bond ETF (IUSB) stake by 31% in Q2 2026, buying an estimated $9.46M and bringing the position to 859,965 shares worth $39.3M. The position accounts for 0.07% of the portfolio, ranked #254.

Wealth Enhancement Advisory Services first reported a position in IUSB in Q1 2021 and has held it in 17 quarters since. 164 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Wealth Enhancement Advisory Services held 859,965 shares of iShares Core Universal USD Bond ETF worth $39.3M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 205,159 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $9.46M.
  • iShares Core Universal USD Bond ETF made up 0.07% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #254 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 17 quarters since.
  • 164 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.