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Kroeger Financial Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Kroeger Financial Partners’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 		$2.83M Buy
+61,361
New +$2.83M 2.74% 14

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Kroeger Financial Partners's IUSB Position: Q2 2026 in Review

Kroeger Financial Partners opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q2 2026: 61,361 shares worth $2.83M. The stake represents 2.74% of the portfolio and ranks #14 among its holdings.

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

  • Kroeger Financial Partners held 61,361 shares of iShares Core Universal USD Bond ETF worth $2.83M as of Q2 2026.
  • iShares Core Universal USD Bond ETF was a new Kroeger Financial Partners position in Q2 2026.
  • iShares Core Universal USD Bond ETF made up 2.74% of Kroeger Financial Partners's portfolio in Q2 2026, its #14 holding.
  • 357 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Kroeger Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.