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

Allworth Financial’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 		$93.5M Sell
2,025,050
-431,397
-18% -$19.9M 0.4% 40
2026
Q1 		$113M Sell
2,456,447
-39,778
-2% -$1.85M 0.46% 34
2025
Q4 		$116M Sell
2,496,225
-46,118
-2% -$2.16M 0.48% 34
2025
Q3 		$119M Sell
2,542,343
-66,418
-3% -$3.07M 0.52% 26
2025
Q2 		$121M Buy
2,608,761
+25,443
+1% +$1.16M 0.58% 25
2025
Q1 		$118M Sell
2,583,318
-107,085
-4% -$4.88M 0.67% 22
2024
Q4 		$122M Buy
2,690,403
+117,344
+5% +$5.39M 0.67% 21
2024
Q3 		$121M Sell
2,573,059
-48,782
-2% -$2.26M 0.74% 20
2024
Q2 		$120M Buy
2,621,841
+89,856
+4% +$4.04M 0.77% 18
2024
Q1 		$115M Sell
2,531,985
-21,806
-0.9% -$992K 0.82% 18
2023
Q4 		$118M Sell
2,553,791
-19,685
-0.8% -$870K 0.9% 18
2023
Q3 		$112M Sell
2,573,476
-157,011
-6% -$7.02M 0.96% 17
2023
Q2 		$124M Sell
2,730,487
-100,684
-4% -$4.61M 1.05% 17
2023
Q1 		$131M Buy
2,831,171
+481,127
+20% +$22M 1.31% 14
2022
Q4 		$106M Buy
2,350,044
+1,800,311
+327% +$80.5M 1.17% 15
2022
Q3 		$24.5M Buy
549,733
+321,623
+141% +$15M 0.31% 48
2022
Q2 		$10.7M Sell
228,110
-1,462,521
-87% -$69.5M 0.15% 86
2022
Q1 		$83.9M Buy
1,690,631
+1,477,285
+692% +$75.3M 1.07% 20
2021
Q4 		$11.3M Buy
213,346
+158,996
+293% +$8.43M 0.16% 69
2021
Q3 		$2.89M Buy
54,350
+52,949
+3,779% +$2.84M 0.05% 145
2021
Q2 		$75K Buy
+1,401
New +$74.4K ﹤0.01% 530
2020
Q2 		– Sell
-56
Closed -$3K – 1278
2020
Q1 		$3K Buy
+56
New +$2.94K ﹤0.01% 982

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

Allworth Financial's IUSB Position: Q2 2026 in Review

Allworth Financial reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 18% in Q2 2026, selling an estimated $19.9M and leaving 2,025,050 shares worth $93.5M. The position accounts for 0.4% of the portfolio, ranked #40.

Allworth Financial first reported a position in IUSB in Q1 2020 and has held it in 22 quarters since. The position peaked at $131M in Q1 2023. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Allworth Financial held 2,025,050 shares of iShares Core Universal USD Bond ETF worth $93.5M as of Q2 2026.
  • Allworth Financial sold 431,397 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $19.9M.
  • iShares Core Universal USD Bond ETF made up 0.4% of Allworth Financial's portfolio in Q2 2026, its #40 holding.
  • Allworth Financial first reported a position in iShares Core Universal USD Bond ETF in Q1 2020 and has held it in 22 quarters since.
  • Allworth Financial's iShares Core Universal USD Bond ETF position peaked at $131M in Q1 2023.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.