Wealthspire Advisors (New York)’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Wealthspire Advisors (New York)’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	$253M	Buy	5,483,050 +755,807	+16%	+$34.9M	1.39%	16
2026 Q1	$218M	Buy	4,727,243 +109,429	+2%	+$5.1M	1.71%	17
2025 Q4	$215M	Buy	4,617,814 +228,371	+5%	+$10.7M	1.71%	14
2025 Q3	$205M	Buy	4,389,443 +48,964	+1%	+$2.26M	1.07%	18
2025 Q2	$201M	Sell	4,340,479 -148,387	-3%	-$6.77M	1.13%	19
2025 Q1	$207M	Sell	4,488,866 -21,908	-0.5%	-$998K	1.24%	18
2024 Q4	$204M	Buy	4,510,774 +226,963	+5%	+$10.4M	2.03%	11
2024 Q3	$202M	Buy	4,283,811 +3,344,326	+356%	+$155M	2.05%	12
2024 Q2	$42.5M	Buy	939,485 +52,979	+6%	+$2.38M	0.54%	33
2024 Q1	$40.4M	Sell	886,506 -48,647	-5%	-$2.21M	0.54%	33
2023 Q4	$43.1M	Buy	935,153 +187,890	+25%	+$8.3M	0.61%	32
2023 Q3	$32.7M	Sell	747,263 -22,856	-3%	-$1.02M	0.54%	33
2023 Q2	$35M	Buy	770,119 +2,038	+0.3%	+$93.3K	0.57%	33
2023 Q1	$35.4M	Sell	768,081 -104,462	-12%	-$4.78M	0.61%	32
2022 Q4	$39.2M	Sell	872,543 -137,819	-14%	-$6.16M	0.71%	29
2022 Q3	$45M	Buy	1,010,362 +404,828	+67%	+$18.9M	0.94%	21
2022 Q2	$28.4M	Buy	605,534 +102,589	+20%	+$4.87M	0.59%	32
2022 Q1	$25M	Buy	502,945 +153,689	+44%	+$7.83M	0.56%	28
2021 Q4	$18.5M	Buy	349,256 +290,032	+490%	+$15.4M	0.41%	35
2021 Q3	$3.15M	Buy	59,224 +4,059	+7%	+$218K	0.07%	119
2021 Q2	$2.95M	Buy	55,165 +9,122	+20%	+$485K	0.08%	88
2021 Q1	$2.43M	Buy	46,043 +18,335	+66%	+$983K	0.06%	155
2020 Q4	$1.51M	Buy	+27,708	New	+$1.51M	0.05%	160
2020 Q2	–	Sell	-6,746	Closed	-$354K	–	405
2020 Q1	$354K	Buy	+6,746	New	+$354K	0.01%	353

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Wealthspire Advisors (New York)'s IUSB Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its iShares Core Universal USD Bond ETF (IUSB) stake by 16% in Q2 2026, buying an estimated $34.9M and bringing the position to 5,483,050 shares worth $253M. The position accounts for 1.39% of the portfolio, ranked #16.

Wealthspire Advisors (New York) first reported a position in IUSB in Q1 2020 and has held it in 24 quarters since. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Wealthspire Advisors (New York) held 5,483,050 shares of iShares Core Universal USD Bond ETF worth $253M as of Q2 2026.
Wealthspire Advisors (New York) bought 755,807 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $34.9M.
iShares Core Universal USD Bond ETF made up 1.39% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #16 holding.
Wealthspire Advisors (New York) first reported a position in iShares Core Universal USD Bond ETF in Q1 2020 and has held it in 24 quarters since.
857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.