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

Worth Financial 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 		$3.67M Buy
+79,433
New +$3.66M 1.53% 14
2026
Q1 		– Sell
-108,075
Closed -$5.03M – 107
2025
Q4 		$5.03M Buy
+108,075
New +$5.05M 2.44% 10
2025
Q2 		– Sell
-113,324
Closed -$5.22M – 161
2025
Q1 		$5.22M Sell
113,324
-5,049
-4% -$230K 3.32% 5
2024
Q4 		$5.35M Sell
118,373
-596
-0.5% -$27.4K 3.29% 5
2024
Q3 		$5.61M Buy
118,969
+5,223
+5% +$242K 3.29% 5
2024
Q2 		$5.14M Buy
113,746
+6,659
+6% +$299K 3.38% 5
2024
Q1 		$4.88M Buy
107,087
+3,745
+4% +$170K 3.38% 4
2023
Q4 		$4.76M Buy
103,342
+2,566
+3% +$113K 3.8% 4
2023
Q3 		$4.41M Buy
100,776
+6,741
+7% +$301K 3.97% 2
2023
Q2 		$4.28M Sell
94,035
-128
-0.1% -$5.86K 3.97% 3
2023
Q1 		$4.35M Buy
94,163
+18,984
+25% +$869K 4.15% 2
2022
Q4 		$3.38M Buy
+75,179
New +$3.36M 3.92% 2

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

Worth Financial Advisory Group's IUSB Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q2 2026: 79,433 shares worth $3.67M. The stake represents 1.53% of the portfolio and ranks #14 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in IUSB as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in IUSB in Q4 2022 and has held it in 12 quarters since. The position peaked at $5.61M in Q3 2024. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Worth Financial Advisory Group held 79,433 shares of iShares Core Universal USD Bond ETF worth $3.67M as of Q2 2026.
  • iShares Core Universal USD Bond ETF was a new Worth Financial Advisory Group position in Q2 2026.
  • iShares Core Universal USD Bond ETF made up 1.53% of Worth Financial Advisory Group's portfolio in Q2 2026, its #14 holding.
  • Worth Financial Advisory Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and has held it in 12 quarters since.
  • Worth Financial Advisory Group's iShares Core Universal USD Bond ETF position peaked at $5.61M in Q3 2024.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.