WFC
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Western Financial Corp’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Western Financial Corp’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 		$618K Buy
13,400
+3,003
+29% +$138K 0.18% 89
2026
Q1 		$480K Sell
10,397
-60
-0.6% -$2.8K 0.19% 94
2025
Q4 		$487K Sell
10,457
-1,127
-10% -$52.7K 0.19% 87
2025
Q3 		$541K Sell
11,584
-213
-2% -$9.85K 0.24% 85
2025
Q2 		$545K Sell
11,797
-3,960
-25% -$181K 0.29% 86
2025
Q1 		$726K Sell
15,757
-3,990
-20% -$182K 0.42% 75
2024
Q4 		$893K Sell
19,747
-6,459
-25% -$296K 0.49% 52
2024
Q3 		$1.23M Buy
26,206
+4,020
+18% +$187K 0.7% 39
2024
Q2 		$1M Sell
22,186
-1,158
-5% -$52.1K 0.61% 48
2024
Q1 		$1.06M Buy
23,344
+4,126
+21% +$188K 0.65% 36
2023
Q4 		$885K Sell
19,218
-433
-2% -$19.1K 0.59% 33
2023
Q3 		$859K Sell
19,651
-6,047
-24% -$270K 0.63% 31
2023
Q2 		$1.17M Sell
25,698
-1,012
-4% -$46.3K 0.8% 25
2023
Q1 		$1.23M Buy
26,710
+8,349
+45% +$382K 0.88% 21
2022
Q4 		$825K Buy
18,361
+1,079
+6% +$48.3K 0.53% 40
2022
Q3 		$769K Buy
17,282
+3,350
+24% +$156K 0.54% 35
2022
Q2 		$652K Buy
13,932
+94
+0.7% +$4.47K 0.46% 44
2022
Q1 		$687K Buy
13,838
+389
+3% +$19.8K 0.4% 54
2021
Q4 		$712K Buy
13,449
+4,256
+46% +$226K 0.37% 62
2021
Q3 		$489K Buy
9,193
+1,045
+13% +$56.1K 0.29% 66
2021
Q2 		$436K Buy
+8,148
New +$433K 0.24% 67

Other funds holding IUSB

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Western Financial Corp's IUSB Position: Q2 2026 in Review

Western Financial Corp increased its iShares Core Universal USD Bond ETF (IUSB) stake by 29% in Q2 2026, buying an estimated $138K and bringing the position to 13,400 shares worth $618K. The position accounts for 0.18% of the portfolio, ranked #89.

Western Financial Corp first reported a position in IUSB in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.23M in Q3 2024. 425 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Western Financial Corp held 13,400 shares of iShares Core Universal USD Bond ETF worth $618K as of Q2 2026.
  • Western Financial Corp bought 3,003 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $138K.
  • iShares Core Universal USD Bond ETF made up 0.18% of Western Financial Corp's portfolio in Q2 2026, its #89 holding.
  • Western Financial Corp first reported a position in iShares Core Universal USD Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • Western Financial Corp's iShares Core Universal USD Bond ETF position peaked at $1.23M in Q3 2024.
  • 425 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.