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

Centaurus 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 		$2.45M Buy
53,056
+44,908
+551% +$2.07M 0.09% 218
2026
Q1 		$376K Sell
8,148
-213
-3% -$9.93K 0.02% 608
2025
Q4 		$389K Sell
8,361
-2,671
-24% -$125K 0.02% 593
2025
Q3 		$515K Buy
11,032
+2,239
+25% +$104K 0.02% 519
2025
Q2 		$406K Sell
8,793
-377
-4% -$17.2K 0.02% 531
2025
Q1 		$423K Buy
9,170
+109
+1% +$4.97K 0.03% 495
2024
Q4 		$410K Sell
9,061
-14,125
-61% -$648K 0.03% 491
2024
Q3 		$1.09M Buy
23,186
+19,034
+458% +$883K 0.07% 245
2024
Q2 		$188K Buy
+4,152
New +$187K 0.01% 619
2023
Q2 		– Sell
-19,353
Closed -$893K – 841
2023
Q1 		$893K Buy
+19,353
New +$886K 0.07% 291
2022
Q4 		– Sell
-36,937
Closed -$1.64M – 883
2022
Q3 		$1.64M Buy
36,937
+10,042
+37% +$468K 0.16% 157
2022
Q2 		$1.26M Sell
26,895
-8,908
-25% -$423K 0.12% 199
2022
Q1 		$1.78M Buy
35,803
+6,759
+23% +$344K 0.14% 179
2021
Q4 		$1.54M Buy
29,044
+2,518
+9% +$134K 0.12% 200
2021
Q3 		$1.41M Buy
26,526
+3,405
+15% +$183K 0.12% 207
2021
Q2 		$1.24M Buy
+23,121
New +$1.23M 0.1% 237

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

Centaurus Financial's IUSB Position: Q2 2026 in Review

Centaurus Financial increased its iShares Core Universal USD Bond ETF (IUSB) stake by 551% in Q2 2026, buying an estimated $2.07M and bringing the position to 53,056 shares worth $2.45M. The position accounts for 0.09% of the portfolio, ranked #218.

Centaurus Financial first reported a position in IUSB in Q2 2021 and has held it in 16 quarters since. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Centaurus Financial held 53,056 shares of iShares Core Universal USD Bond ETF worth $2.45M as of Q2 2026.
  • Centaurus Financial bought 44,908 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $2.07M.
  • iShares Core Universal USD Bond ETF made up 0.09% of Centaurus Financial's portfolio in Q2 2026, its #218 holding.
  • Centaurus Financial first reported a position in iShares Core Universal USD Bond ETF in Q2 2021 and has held it in 16 quarters since.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.