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

Beacon 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 		$497K Buy
10,772
+4,779
+80% +$220K 0.05% 245
2026
Q1 		$277K Buy
5,993
+226
+4% +$10.5K 0.03% 298
2025
Q4 		$268K Sell
5,767
-2,800
-33% -$131K 0.03% 302
2025
Q3 		$400K Sell
8,567
-283
-3% -$13.1K 0.04% 257
2025
Q2 		$409K Sell
8,850
-1,746
-16% -$79.7K 0.04% 244
2025
Q1 		$488K Sell
10,596
-351
-3% -$16K 0.05% 225
2024
Q4 		$495K Sell
10,947
-9,388
-46% -$431K 0.05% 225
2024
Q3 		$958K Buy
20,335
+5,255
+35% +$244K 0.1% 158
2024
Q2 		$682K Buy
15,080
+1,511
+11% +$67.9K 0.08% 186
2024
Q1 		$619K Buy
13,569
+4,918
+57% +$224K 0.07% 198
2023
Q4 		$399K Buy
+8,651
New +$382K 0.05% 231

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

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

Beacon Financial Group increased its iShares Core Universal USD Bond ETF (IUSB) stake by 80% in Q2 2026, buying an estimated $220K and bringing the position to 10,772 shares worth $497K. The position accounts for 0.05% of the portfolio, ranked #245.

Beacon Financial Group first reported a position in IUSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $958K in Q3 2024. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Beacon Financial Group held 10,772 shares of iShares Core Universal USD Bond ETF worth $497K as of Q2 2026.
  • Beacon Financial Group bought 4,779 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $220K.
  • iShares Core Universal USD Bond ETF made up 0.05% of Beacon Financial Group's portfolio in Q2 2026, its #245 holding.
  • Beacon Financial Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Beacon Financial Group's iShares Core Universal USD Bond ETF position peaked at $958K in Q3 2024.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.