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

Wealthstar 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 		$2.45M Sell
53,125
-390
-0.7% -$18K 0.72% 14
2026
Q1 		$2.47M Sell
53,515
-167
-0.3% -$7.78K 1.16% 11
2025
Q4 		$2.5M Hold
53,682
– – 1.1% 14
2025
Q3 		$2.51M Sell
53,682
-1,145
-2% -$53K 0.99% 16
2025
Q2 		$2.53M Sell
54,827
-467
-0.8% -$21.3K 0.95% 16
2025
Q1 		$2.55M Buy
55,294
+1
+0% +$46 1.17% 15
2024
Q4 		$2.5M Buy
+55,293
New +$2.54M 1.09% 15
2024
Q2 		– Sell
-55,951
Closed -$2.55M – 81
2024
Q1 		$2.55M Sell
55,951
-1,009
-2% -$45.9K 0.89% 13
2023
Q4 		$2.62M Buy
56,960
+2
+0% +$88 0.42% 13
2023
Q3 		$2.49M Sell
56,958
-4,425
-7% -$198K 0.96% 13
2023
Q2 		$2.79M Sell
61,383
-1,659
-3% -$75.9K 1.17% 10
2023
Q1 		$2.91M Sell
63,042
-27,143
-30% -$1.24M 1.1% 11
2022
Q4 		$4.05M Sell
90,185
-4,050
-4% -$181K 1.84% 8
2022
Q3 		$4.19M Buy
94,235
+1
+0% +$47 1.99% 8
2022
Q2 		$4.42M Sell
94,234
-8,181
-8% -$389K 1.7% 11
2022
Q1 		$5.09M Sell
102,415
-570
-0.6% -$29K 1.88% 8
2021
Q4 		$5.45M Buy
102,985
+2
+0% +$106 1.87% 15
2021
Q3 		$5.49M Sell
102,983
-1,028
-1% -$55.2K 1.66% 11
2021
Q2 		$5.56M Buy
+104,011
New +$5.52M 1.74% 10

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

Wealthstar Advisors's IUSB Position: Q2 2026 in Review

Wealthstar Advisors reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 0.73% in Q2 2026, selling an estimated $18K and leaving 53,125 shares worth $2.45M. The position accounts for 0.72% of the portfolio, ranked #14.

Wealthstar Advisors first reported a position in IUSB in Q2 2021 and has held it in 19 quarters since. The position peaked at $5.56M in Q2 2021. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Wealthstar Advisors held 53,125 shares of iShares Core Universal USD Bond ETF worth $2.45M as of Q2 2026.
  • Wealthstar Advisors sold 390 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $18K.
  • iShares Core Universal USD Bond ETF made up 0.72% of Wealthstar Advisors's portfolio in Q2 2026, its #14 holding.
  • Wealthstar Advisors first reported a position in iShares Core Universal USD Bond ETF in Q2 2021 and has held it in 19 quarters since.
  • Wealthstar Advisors's iShares Core Universal USD Bond ETF position peaked at $5.56M in Q2 2021.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Wealthstar Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.