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

World Investment 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 		$32.7M Buy
709,293
+97,456
+16% +$4.49M 0.54% 32
2026
Q1 		$28.3M Buy
611,837
+26,981
+5% +$1.26M 0.46% 41
2025
Q4 		$27.2M Buy
584,856
+348,974
+148% +$16.3M 0.44% 42
2025
Q3 		$11M Sell
235,882
-1,695
-0.7% -$78.4K 0.23% 95
2025
Q2 		$11M Sell
237,577
-10,753
-4% -$491K 0.25% 89
2025
Q1 		$11.4M Buy
248,330
+37,182
+18% +$1.69M 0.3% 73
2024
Q4 		$9.54M Sell
211,148
-52,360
-20% -$2.4M 0.26% 84
2024
Q3 		$12.4M Buy
263,508
+153,116
+139% +$7.11M 0.39% 56
2024
Q2 		$4.99M Buy
110,392
+97,326
+745% +$4.38M 0.31% 69
2024
Q1 		$596K Sell
13,066
-68,496
-84% -$3.12M 0.09% 195
2023
Q4 		$3.76M Sell
81,562
-63,821
-44% -$2.82M 0.49% 40
2023
Q3 		$6.36M Sell
145,383
-881
-0.6% -$39.4K 1.26% 19
2023
Q2 		$6.65M Buy
146,264
+10,350
+8% +$474K 1.29% 19
2023
Q1 		$6.27M Buy
135,914
+41,443
+44% +$1.9M 1.31% 18
2022
Q4 		$4.24M Buy
94,471
+5,276
+6% +$236K 0.97% 21
2022
Q3 		$3.97M Sell
89,195
-2,985
-3% -$139K 0.94% 24
2022
Q2 		$4.41M Buy
92,180
+7,540
+9% +$358K 0.93% 24
2022
Q1 		$4.2M Buy
84,640
+9,752
+13% +$497K 0.87% 23
2021
Q4 		$3.8M Buy
74,888
+25,512
+52% +$1.35M 0.79% 24
2021
Q3 		$2.63M Buy
49,376
+4,358
+10% +$234K 0.6% 28
2021
Q2 		$2.41M Buy
45,018
+4,447
+11% +$236K 0.55% 34
2021
Q1 		$2.15M Buy
40,571
+30,931
+321% +$1.66M 0.52% 37
2020
Q4 		$520K Buy
+9,640
New +$524K 0.13% 118

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

World Investment Advisors's IUSB Position: Q2 2026 in Review

World Investment Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 16% in Q2 2026, buying an estimated $4.49M and bringing the position to 709,293 shares worth $32.7M. The position accounts for 0.54% of the portfolio, ranked #32.

World Investment Advisors first reported a position in IUSB in Q4 2020 and has held it in 23 quarters since. 859 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • World Investment Advisors held 709,293 shares of iShares Core Universal USD Bond ETF worth $32.7M as of Q2 2026.
  • World Investment Advisors bought 97,456 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $4.49M.
  • iShares Core Universal USD Bond ETF made up 0.54% of World Investment Advisors's portfolio in Q2 2026, its #32 holding.
  • World Investment Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • 859 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.