Baird Financial Group
IUSB icon

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

Baird 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 		$36.7M Buy
795,259
+76,753
+11% +$3.54M 0.05% 245
2026
Q1 		$33.2M Sell
718,506
-195,739
-21% -$9.12M 0.05% 244
2025
Q4 		$42.5M Buy
914,245
+10,073
+1% +$471K 0.07% 196
2025
Q3 		$42.2M Sell
904,172
-8,786
-1% -$406K 0.07% 206
2025
Q2 		$42.2M Buy
912,958
+7,196
+0.8% +$328K 0.07% 220
2025
Q1 		$41.7M Buy
905,762
+3,182
+0.4% +$145K 0.08% 206
2024
Q4 		$40.8M Buy
902,580
+54,555
+6% +$2.5M 0.08% 227
2024
Q3 		$40M Buy
848,025
+363,446
+75% +$16.9M 0.08% 231
2024
Q2 		$21.9M Sell
484,579
-72,711
-13% -$3.27M 0.05% 306
2024
Q1 		$25.4M Sell
557,290
-325,379
-37% -$14.8M 0.05% 281
2023
Q4 		$40.7M Buy
882,669
+515,152
+140% +$22.8M 0.09% 216
2023
Q3 		$16.1M Sell
367,517
-15,993
-4% -$715K 0.04% 333
2023
Q2 		$17.4M Buy
383,510
+5,824
+2% +$266K 0.05% 326
2023
Q1 		$17.4M Buy
377,686
+44,683
+13% +$2.04M 0.04% 326
2022
Q4 		$15M Buy
333,003
+68,391
+26% +$3.06M 0.04% 350
2022
Q3 		$11.8M Sell
264,612
-70,239
-21% -$3.28M 0.03% 385
2022
Q2 		$15.7M Buy
334,851
+3,707
+1% +$176K 0.04% 346
2022
Q1 		$16.4M Buy
331,144
+44,661
+16% +$2.28M 0.04% 350
2021
Q4 		$15.2M Buy
286,483
+26,381
+10% +$1.4M 0.04% 371
2021
Q3 		$13.8M Sell
260,102
-28,217
-10% -$1.52M 0.04% 367
2021
Q2 		$15.4M Buy
288,319
+142,606
+98% +$7.58M 0.04% 347
2021
Q1 		$7.69M Buy
145,713
+84,964
+140% +$4.55M 0.02% 462
2020
Q4 		$3.32M Buy
60,749
+2,618
+5% +$142K 0.01% 663
2020
Q3 		$3.16M Buy
58,131
+3,959
+7% +$216K 0.01% 618
2020
Q2 		$2.94M Buy
54,172
+9,171
+20% +$491K 0.01% 626
2020
Q1 		$2.36M Buy
45,001
+3,312
+8% +$174K 0.01% 640
2019
Q4 		$2.17M Buy
41,689
+6,095
+17% +$318K 0.01% 749
2019
Q3 		$1.86M Buy
+35,594
New +$1.85M 0.01% 788
2019
Q1 		– Sell
-4,606
Closed -$227K – 1303
2018
Q4 		$227K Buy
+4,606
New +$224K ﹤0.01% 1185

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

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

Baird Financial Group increased its iShares Core Universal USD Bond ETF (IUSB) stake by 11% in Q2 2026, buying an estimated $3.54M and bringing the position to 795,259 shares worth $36.7M. The position accounts for 0.05% of the portfolio, ranked #245.

Baird Financial Group first reported a position in IUSB in Q4 2018 and has held it in 29 quarters since. The position peaked at $42.5M in Q4 2025. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Baird Financial Group held 795,259 shares of iShares Core Universal USD Bond ETF worth $36.7M as of Q2 2026.
  • Baird Financial Group bought 76,753 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $3.54M.
  • iShares Core Universal USD Bond ETF made up 0.05% of Baird Financial Group's portfolio in Q2 2026, its #245 holding.
  • Baird Financial Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2018 and has held it in 29 quarters since.
  • Baird Financial Group's iShares Core Universal USD Bond ETF position peaked at $42.5M in Q4 2025.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.