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Brinker Capital Investments’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Brinker Capital Investments’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 		$42.4M Buy
918,375
+245,416
+36% +$11.3M 0.32% 52
2026
Q1 		$31.1M Sell
672,959
-203,120
-23% -$9.47M 0.26% 65
2025
Q4 		$40.8M Buy
876,079
+73,391
+9% +$3.43M 0.3% 49
2025
Q3 		$37.5M Sell
802,688
-21,807
-3% -$1.01M 0.29% 53
2025
Q2 		$38.1M Buy
824,495
+231,576
+39% +$10.6M 0.33% 47
2025
Q1 		$27.3M Buy
592,919
+15,547
+3% +$709K 0.27% 69
2024
Q4 		$26.1M Sell
577,372
-248,533
-30% -$11.4M 0.26% 66
2024
Q3 		$38.9M Buy
825,905
+4,603
+0.6% +$214K 0.39% 39
2024
Q2 		$37.1M Buy
821,302
+16,122
+2% +$725K 0.39% 39
2024
Q1 		$36.7M Buy
805,180
+213,723
+36% +$9.73M 0.39% 40
2023
Q4 		$27.1M Sell
591,457
-16,666
-3% -$737K 0.31% 56
2023
Q3 		$26.6M Sell
608,123
-131,092
-18% -$5.86M 0.32% 55
2023
Q2 		$33.6M Buy
739,215
+49,620
+7% +$2.27M 0.36% 46
2023
Q1 		$31.8M Buy
689,595
+597,965
+653% +$27.4M 0.39% 40
2022
Q4 		$4.12M Buy
91,630
+28,051
+44% +$1.25M 0.08% 244
2022
Q3 		$2.83M Buy
63,579
+30,069
+90% +$1.4M 0.06% 321
2022
Q2 		$1.57M Sell
33,510
-29,587
-47% -$1.41M 0.03% 573
2022
Q1 		$3.13M Buy
63,097
+14,020
+29% +$715K 0.05% 372
2021
Q4 		$2.6M Buy
+49,077
New +$2.6M 0.04% 472

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

Brinker Capital Investments's IUSB Position: Q2 2026 in Review

Brinker Capital Investments increased its iShares Core Universal USD Bond ETF (IUSB) stake by 36% in Q2 2026, buying an estimated $11.3M and bringing the position to 918,375 shares worth $42.4M. The position accounts for 0.32% of the portfolio, ranked #52.

Brinker Capital Investments first reported a position in IUSB in Q4 2021 and has held it in 19 quarters since. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Brinker Capital Investments held 918,375 shares of iShares Core Universal USD Bond ETF worth $42.4M as of Q2 2026.
  • Brinker Capital Investments bought 245,416 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $11.3M.
  • iShares Core Universal USD Bond ETF made up 0.32% of Brinker Capital Investments's portfolio in Q2 2026, its #52 holding.
  • Brinker Capital Investments first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.