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

Atomi Financial 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 		$33.3M Buy
720,843
+87,391
+14% +$4.03M 0.87% 24
2026
Q1 		$29.3M Buy
633,452
+59,455
+10% +$2.77M 0.9% 26
2025
Q4 		$26.7M Buy
573,997
+53,413
+10% +$2.5M 0.78% 29
2025
Q3 		$24.3M Sell
520,584
-5,576
-1% -$258K 0.79% 28
2025
Q2 		$24.3M Buy
526,160
+50,006
+11% +$2.28M 0.92% 23
2025
Q1 		$21.9M Buy
476,154
+42,390
+10% +$1.93M 1% 24
2024
Q4 		$19.6M Buy
433,764
+149,832
+53% +$6.88M 0.99% 23
2024
Q3 		$13.4M Sell
283,932
-60,280
-18% -$2.8M 0.84% 26
2024
Q2 		$15.6M Buy
344,212
+104,854
+44% +$4.71M 1.15% 17
2024
Q1 		$10.9M Buy
+239,358
New +$10.9M 1.01% 16

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

Atomi Financial Group's IUSB Position: Q2 2026 in Review

Atomi Financial Group increased its iShares Core Universal USD Bond ETF (IUSB) stake by 14% in Q2 2026, buying an estimated $4.03M and bringing the position to 720,843 shares worth $33.3M. The position accounts for 0.87% of the portfolio, ranked #24.

Atomi Financial Group first reported a position in IUSB in Q1 2024 and has held it in 10 quarters since. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Atomi Financial Group held 720,843 shares of iShares Core Universal USD Bond ETF worth $33.3M as of Q2 2026.
  • Atomi Financial Group bought 87,391 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $4.03M.
  • iShares Core Universal USD Bond ETF made up 0.87% of Atomi Financial Group's portfolio in Q2 2026, its #24 holding.
  • Atomi Financial Group first reported a position in iShares Core Universal USD Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.