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
Q3 		$66.8M Buy
1,512,432
+652,467
+76% +$29.6M 0.1% 188
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 		$9.6M 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

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Mason & Associates (Virginia)
Mason & Associates (Virginia) Newport News, Virginia $486M AUM 6.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

Wealth Enhancement Advisory Services's IUSB Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Core Universal USD Bond ETF (IUSB) stake by 76% in Q3 2026, buying an estimated $29.6M and bringing the position to 1,512,432 shares worth $66.8M. The position accounts for 0.1% of the portfolio, ranked #188.

Wealth Enhancement Advisory Services first reported a position in IUSB in Q1 2021 and has held it in 18 quarters since. 388 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • Wealth Enhancement Advisory Services held 1,512,432 shares of iShares Core Universal USD Bond ETF worth $66.8M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 652,467 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $29.6M.
  • iShares Core Universal USD Bond ETF made up 0.1% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #188 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 18 quarters since.
  • 388 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.