CFG
IUSB icon

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

Cassilly 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 		$4.36M Buy
94,541
+17,293
+22% +$797K 3.17% 8
2026
Q1 		$3.57M Buy
77,248
+2,266
+3% +$106K 3.1% 8
2025
Q4 		$3.49M Buy
+74,982
New +$3.5M 3.08% 7

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

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

Cassilly Financial Group increased its iShares Core Universal USD Bond ETF (IUSB) stake by 22% in Q2 2026, buying an estimated $797K and bringing the position to 94,541 shares worth $4.36M. The position accounts for 3.17% of the portfolio, ranked #8.

Cassilly Financial Group first reported a position in IUSB in Q4 2025 and has held it in 3 quarters since. 851 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Cassilly Financial Group held 94,541 shares of iShares Core Universal USD Bond ETF worth $4.36M as of Q2 2026.
  • Cassilly Financial Group bought 17,293 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $797K.
  • iShares Core Universal USD Bond ETF made up 3.17% of Cassilly Financial Group's portfolio in Q2 2026, its #8 holding.
  • Cassilly Financial Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 851 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Cassilly Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.