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Blalock Williams’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Blalock Williams’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 		$2.54M Buy
55,066
+20,039
+57% +$924K 1.65% 13
2026
Q1 		$1.62M Buy
35,027
+6,401
+22% +$298K 1.25% 21
2025
Q4 		$1.33M Buy
28,626
+3,848
+16% +$180K 1.07% 25
2025
Q3 		$1.16M Sell
24,778
-1,052
-4% -$48.7K 1.01% 25
2025
Q2 		$1.19M Sell
25,830
-402
-2% -$18.3K 1.19% 21
2025
Q1 		$1.21M Buy
26,232
+108
+0.4% +$4.92K 1.35% 18
2024
Q4 		$1.18M Buy
+26,124
New +$1.2M 1.37% 20

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 1-Year Est. Return

Blalock Williams's IUSB Position: Q2 2026 in Review

Blalock Williams increased its iShares Core Universal USD Bond ETF (IUSB) stake by 57% in Q2 2026, buying an estimated $924K and bringing the position to 55,066 shares worth $2.54M. The position accounts for 1.65% of the portfolio, ranked #13.

Blalock Williams first reported a position in IUSB in Q4 2024 and has held it in 7 quarters since. 861 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Blalock Williams held 55,066 shares of iShares Core Universal USD Bond ETF worth $2.54M as of Q2 2026.
  • Blalock Williams bought 20,039 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $924K.
  • iShares Core Universal USD Bond ETF made up 1.65% of Blalock Williams's portfolio in Q2 2026, its #13 holding.
  • Blalock Williams first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 861 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Blalock Williams's 13F filing for Q2 2026, filed 7 Aug 2026.