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World Equity Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

World Equity 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 		$2.17M Buy
47,087
+13,314
+39% +$614K 0.49% 42
2026
Q1 		$1.56M Buy
33,773
+2,393
+8% +$112K 0.4% 50
2025
Q4 		$1.46M Buy
31,380
+1,602
+5% +$74.9K 0.41% 47
2025
Q3 		$1.39M Sell
29,778
-321
-1% -$14.8K 0.32% 69
2025
Q2 		$1.39M Sell
30,099
-6,921
-19% -$316K 0.38% 60
2025
Q1 		$1.71M Buy
37,020
+1,556
+4% +$70.9K 0.49% 46
2024
Q4 		$1.6M Buy
35,464
+5,968
+20% +$274K 0.34% 64
2024
Q3 		$1.39M Buy
29,496
+8,146
+38% +$378K 0.5% 47
2024
Q2 		$965K Sell
21,350
-251
-1% -$11.3K 0.29% 94
2024
Q1 		$985K Sell
21,601
-2,695
-11% -$123K 0.2% 120
2023
Q4 		$1.12M Sell
24,296
-2,096
-8% -$92.6K 0.22% 102
2023
Q3 		$1.15M Buy
26,392
+289
+1% +$12.9K 0.24% 103
2023
Q2 		$1.19M Sell
26,103
-11,957
-31% -$547K 0.35% 78
2023
Q1 		$1.84M Sell
38,060
-67,576
-64% -$3.09M 0.27% 92
2022
Q4 		$4.75M Buy
105,636
+18,290
+21% +$818K 1.13% 18
2022
Q3 		$3.89M Buy
87,346
+1,599
+2% +$74.6K 0.98% 22
2022
Q2 		$4.01M Buy
85,747
+6,800
+9% +$323K 1.01% 16
2022
Q1 		$3.92M Buy
+78,947
New +$4.02M 0.84% 21

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
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
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

World Equity Group's IUSB Position: Q2 2026 in Review

World Equity Group increased its iShares Core Universal USD Bond ETF (IUSB) stake by 39% in Q2 2026, buying an estimated $614K and bringing the position to 47,087 shares worth $2.17M. The position accounts for 0.49% of the portfolio, ranked #42.

World Equity Group first reported a position in IUSB in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.75M in Q4 2022. 211 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • World Equity Group held 47,087 shares of iShares Core Universal USD Bond ETF worth $2.17M as of Q2 2026.
  • World Equity Group bought 13,314 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $614K.
  • iShares Core Universal USD Bond ETF made up 0.49% of World Equity Group's portfolio in Q2 2026, its #42 holding.
  • World Equity Group first reported a position in iShares Core Universal USD Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • World Equity Group's iShares Core Universal USD Bond ETF position peaked at $4.75M in Q4 2022.
  • 211 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.