WPA
IUSB icon

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

West Paces 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 		$72.1K Sell
1,563
-169
-10% -$7.79K 0.01% 238
2026
Q1 		$80K Hold
1,732
– – 0.02% 171
2025
Q4 		$80.6K Buy
+1,732
New +$81K 0.02% 167

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

West Paces Advisors's IUSB Position: Q2 2026 in Review

West Paces Advisors reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 9.8% in Q2 2026, selling an estimated $7.79K and leaving 1,563 shares worth $72.1K. The position accounts for 0.01% of the portfolio, ranked #238.

West Paces Advisors first reported a position in IUSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $80.6K in Q4 2025. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • West Paces Advisors held 1,563 shares of iShares Core Universal USD Bond ETF worth $72.1K as of Q2 2026.
  • West Paces Advisors sold 169 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $7.79K.
  • iShares Core Universal USD Bond ETF made up 0.01% of West Paces Advisors's portfolio in Q2 2026, its #238 holding.
  • West Paces Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • West Paces Advisors's iShares Core Universal USD Bond ETF position peaked at $80.6K in Q4 2025.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.