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Winthrop Advisory Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Winthrop Advisory Group’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 		$298K Buy
+6,463
New +$298K 0.02% 174

Other funds holding IUSB

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Winthrop Advisory Group's IUSB Position: Q2 2026 in Review

Winthrop Advisory Group opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q2 2026: 6,463 shares worth $298K. The stake represents 0.02% of the portfolio and ranks #174 among its holdings.

162 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Winthrop Advisory Group held 6,463 shares of iShares Core Universal USD Bond ETF worth $298K as of Q2 2026.
  • iShares Core Universal USD Bond ETF was a new Winthrop Advisory Group position in Q2 2026.
  • iShares Core Universal USD Bond ETF made up 0.02% of Winthrop Advisory Group's portfolio in Q2 2026, its #174 holding.
  • 162 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.