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Advus Financial Partners, LLC’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Advus Financial Partners, LLC’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 		$14.9M Sell
321,928
-9,476
-3% -$437K 3.37% 6
2026
Q1 		$15.3M Sell
331,404
-3,843
-1% -$179K 3.83% 6
2025
Q4 		$15.6M Sell
335,247
-7,853
-2% -$367K 3.78% 6
2025
Q3 		$16M Sell
343,100
-9,031
-3% -$418K 3.85% 6
2025
Q2 		$16.3M Sell
352,131
-23,186
-6% -$1.06M 4.16% 6
2025
Q1 		$17.3M Sell
375,317
-12,684
-3% -$578K 4.84% 4
2024
Q4 		$17.5M Buy
388,001
+47,229
+14% +$2.17M 4.94% 4
2024
Q3 		$16.1M Buy
340,772
+23,609
+7% +$1.1M 4.58% 4
2024
Q2 		$14.3M Buy
317,163
+5,866
+2% +$264K 4.37% 5
2024
Q1 		$14.2M Buy
311,297
+10,541
+4% +$480K 4.39% 6
2023
Q4 		$13.9M Buy
300,756
+12,808
+4% +$566K 4.76% 4
2023
Q3 		$12.6M Sell
287,948
-25,085
-8% -$1.12M 4.95% 4
2023
Q2 		$14.2M Buy
313,033
+12,435
+4% +$569K 5.49% 4
2023
Q1 		$13.9M Buy
300,598
+73,974
+33% +$3.39M 5.74% 4
2022
Q4 		$10.2M Buy
226,624
+15,715
+7% +$703K 4.44% 4
2022
Q3 		$9.39M Buy
210,909
+13,703
+7% +$639K 4.99% 3
2022
Q2 		$9.23M Buy
197,206
+94,889
+93% +$4.51M 4.87% 4
2022
Q1 		$5.08M Buy
+102,317
New +$5.21M 2.59% 10

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

Advus Financial Partners, LLC's IUSB Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 2.9% in Q2 2026, selling an estimated $437K and leaving 321,928 shares worth $14.9M. The position accounts for 3.37% of the portfolio, ranked #6.

Advus Financial Partners, LLC first reported a position in IUSB in Q1 2022 and has held it in 18 quarters since. The position peaked at $17.5M in Q4 2024. 856 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Advus Financial Partners, LLC held 321,928 shares of iShares Core Universal USD Bond ETF worth $14.9M as of Q2 2026.
  • Advus Financial Partners, LLC sold 9,476 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $437K.
  • iShares Core Universal USD Bond ETF made up 3.37% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #6 holding.
  • Advus Financial Partners, LLC first reported a position in iShares Core Universal USD Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Advus Financial Partners, LLC's iShares Core Universal USD Bond ETF position peaked at $17.5M in Q4 2024.
  • 856 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.