CF
IUSB icon

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

CBM Financial’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 		$374K Sell
8,171
-70
-0.8% -$3.23K 0.22% 15
2026
Q1 		$383K Buy
8,241
+640
+8% +$29.8K 0.24% 14
2025
Q4 		$357K Buy
+7,601
New +$355K 0.24% 15
2025
Q1 		$310K Buy
+6,823
New +$311K 0.25% 13

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

CBM Financial's IUSB Position: Q2 2026 in Review

CBM Financial reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 0.85% in Q2 2026, selling an estimated $3.23K and leaving 8,171 shares worth $374K. The position accounts for 0.22% of the portfolio, ranked #15.

CBM Financial first reported a position in IUSB in Q1 2025 and has held it in 4 quarters since. The position peaked at $383K in Q1 2026. 853 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • CBM Financial held 8,171 shares of iShares Core Universal USD Bond ETF worth $374K as of Q2 2026.
  • CBM Financial sold 70 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $3.23K.
  • iShares Core Universal USD Bond ETF made up 0.22% of CBM Financial's portfolio in Q2 2026, its #15 holding.
  • CBM Financial first reported a position in iShares Core Universal USD Bond ETF in Q1 2025 and has held it in 4 quarters since.
  • CBM Financial's iShares Core Universal USD Bond ETF position peaked at $383K in Q1 2026.
  • 853 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on CBM Financial's 13F filing for Q2 2026, filed 10 Aug 2026.