Bay Harbor Wealth Management
IUSB icon

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

Bay Harbor 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
Q3 		$31.9M Buy
724,429
+136,260
+23% +$6.18M 7.26% 3
2026
Q2 		$27.1M Buy
588,169
+127,262
+28% +$5.87M 6.26% 3
2026
Q1 		$21.3M Buy
460,907
+13,604
+3% +$634K 5.52% 2
2025
Q4 		$20.8M Sell
447,303
-891
-0.2% -$41.6K 5.44% 4
2025
Q3 		$20.9M Sell
448,194
-65,967
-13% -$3.05M 5.66% 4
2025
Q2 		$23.8M Sell
514,161
-39,278
-7% -$1.79M 6.89% 2
2025
Q1 		$25.5M Buy
553,439
+5,306
+1% +$242K 8.06% 1
2024
Q4 		$24.8M Sell
548,133
-43,596
-7% -$2M 8.04% 2
2024
Q3 		$27.9M Buy
591,729
+73,003
+14% +$3.39M 9.11% 1
2024
Q2 		$23.5M Sell
518,726
-2,746
-0.5% -$123K 8.18% 2
2024
Q1 		$23.8M Buy
521,472
+140,074
+37% +$6.37M 8.54% 2
2023
Q4 		$17.6M Sell
381,398
-20,402
-5% -$902K 6.71% 5
2023
Q3 		$17.6M Sell
401,800
-41,433
-9% -$1.85M 7.39% 4
2023
Q2 		$20.2M Sell
443,233
-6,465
-1% -$296K 8.22% 4
2023
Q1 		$20.8M Buy
449,698
+89,670
+25% +$4.1M 8.81% 2
2022
Q4 		$16.2M Buy
360,028
+54,902
+18% +$2.46M 7.25% 5
2022
Q3 		$13.6M Buy
305,126
+56,971
+23% +$2.66M 6.4% 8
2022
Q2 		$11.6M Sell
248,155
-17,789
-7% -$845K 5.25% 8
2022
Q1 		$13.2M Buy
265,944
+6,858
+3% +$350K 5.34% 8
2021
Q4 		$13.3M Buy
259,086
+71,999
+38% +$3.82M 5.35% 8
2021
Q3 		$10M Buy
187,087
+25,280
+16% +$1.36M 4.2% 8
2021
Q2 		$8.66M Buy
161,807
+47,891
+42% +$2.54M 3.69% 10
2021
Q1 		$6.01M Buy
+113,916
New +$6.1M 2.76% 13

Other funds holding IUSB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Bay Harbor Wealth Management's IUSB Position: Q3 2026 in Review

Bay Harbor Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 23% in Q3 2026, buying an estimated $6.18M and bringing the position to 724,429 shares worth $31.9M. The position accounts for 7.26% of the portfolio, ranked #3.

Bay Harbor Wealth Management first reported a position in IUSB in Q1 2021 and has held it in 23 quarters since. 607 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • Bay Harbor Wealth Management held 724,429 shares of iShares Core Universal USD Bond ETF worth $31.9M as of Q3 2026.
  • Bay Harbor Wealth Management bought 136,260 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $6.18M.
  • iShares Core Universal USD Bond ETF made up 7.26% of Bay Harbor Wealth Management's portfolio in Q3 2026, its #3 holding.
  • Bay Harbor Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 23 quarters since.
  • 607 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.