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AE Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

AE Wealth Management’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 		$37.8M Buy
820,107
+176,868
+27% +$8.16M 0.18% 122
2026
Q1 		$29.7M Buy
643,239
+54,643
+9% +$2.55M 0.16% 142
2025
Q4 		$27.4M Buy
588,596
+106,209
+22% +$4.96M 0.16% 146
2025
Q3 		$22.5M Buy
482,387
+30,420
+7% +$1.41M 0.14% 161
2025
Q2 		$20.9M Sell
451,967
-54,112
-11% -$2.47M 0.15% 154
2025
Q1 		$23.3M Sell
506,079
-51,836
-9% -$2.36M 0.2% 118
2024
Q4 		$25.2M Sell
557,915
-81,476
-13% -$3.74M 0.21% 108
2024
Q3 		$30.1M Buy
639,391
+154,753
+32% +$7.18M 0.27% 92
2024
Q2 		$21.9M Sell
484,638
-19,310
-4% -$868K 0.22% 109
2024
Q1 		$23M Sell
503,948
-403,281
-44% -$18.4M 0.26% 95
2023
Q4 		$41.4M Buy
907,229
+224,926
+33% +$9.94M 0.21% 101
2023
Q3 		$29.8M Sell
682,303
-93,734
-12% -$4.19M 0.18% 125
2023
Q2 		$35.3M Buy
776,037
+8,267
+1% +$378K 0.21% 101
2023
Q1 		$35.4M Buy
767,770
+105,014
+16% +$4.81M 0.23% 90
2022
Q4 		$29.8M Sell
662,756
-67,258
-9% -$3.01M 0.22% 95
2022
Q3 		$32.5M Buy
730,014
+20,122
+3% +$939K 0.26% 82
2022
Q2 		$33.2M Sell
709,892
-180,091
-20% -$8.56M 0.27% 81
2022
Q1 		$44.2M Buy
889,983
+199,158
+29% +$10.1M 0.3% 69
2021
Q4 		$36.6M Sell
690,825
-21,563
-3% -$1.14M 0.26% 86
2021
Q3 		$37.9M Buy
712,388
+245,302
+53% +$13.2M 0.31% 66
2021
Q2 		$25M Buy
467,086
+165,172
+55% +$8.77M 0.22% 109
2021
Q1 		$15.9M Buy
301,914
+284,274
+1,612% +$15.2M 0.16% 137
2020
Q4 		$963K Sell
17,640
-415
-2% -$22.5K 0.01% 717
2020
Q3 		$982K Sell
18,055
-6,048
-25% -$330K 0.01% 641
2020
Q2 		$1.31M Sell
24,103
-89,768
-79% -$4.81M 0.02% 528
2020
Q1 		$5.98M Buy
113,871
+104,043
+1,059% +$5.46M 0.14% 141
2019
Q4 		$512K Buy
+9,828
New +$513K 0.01% 729
2019
Q3 		– Sell
-15,000
Closed -$775K – 1029
2019
Q2 		$775K Buy
15,000
+4,972
+50% +$252K 0.02% 470
2019
Q1 		$507K Buy
+10,028
New +$499K 0.04% 335

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

AE Wealth Management's IUSB Position: Q2 2026 in Review

AE Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 27% in Q2 2026, buying an estimated $8.16M and bringing the position to 820,107 shares worth $37.8M. The position accounts for 0.18% of the portfolio, ranked #122.

AE Wealth Management first reported a position in IUSB in Q1 2019 and has held it in 29 quarters since. The position peaked at $44.2M in Q1 2022. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • AE Wealth Management held 820,107 shares of iShares Core Universal USD Bond ETF worth $37.8M as of Q2 2026.
  • AE Wealth Management bought 176,868 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $8.16M.
  • iShares Core Universal USD Bond ETF made up 0.18% of AE Wealth Management's portfolio in Q2 2026, its #122 holding.
  • AE Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2019 and has held it in 29 quarters since.
  • AE Wealth Management's iShares Core Universal USD Bond ETF position peaked at $44.2M in Q1 2022.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.