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

Cooper 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 		$1.84M Buy
39,882
+4,384
+12% +$202K 0.15% 114
2026
Q1 		$1.64M Sell
35,498
-4,576
-11% -$213K 0.17% 107
2025
Q4 		$1.87M Sell
40,074
-2,604
-6% -$122K 0.2% 90
2025
Q3 		$1.99M Sell
42,678
-730
-2% -$33.8K 0.22% 76
2025
Q2 		$2.01M Sell
43,408
-42,946
-50% -$1.96M 0.24% 81
2025
Q1 		$3.98M Buy
86,354
+12,787
+17% +$583K 0.52% 38
2024
Q4 		$3.33M Buy
73,567
+12,544
+21% +$576K 0.4% 45
2024
Q3 		$2.88M Buy
61,023
+10,192
+20% +$473K 0.37% 49
2024
Q2 		$2.3M Buy
50,831
+1,471
+3% +$66.1K 0.34% 54
2024
Q1 		$2.25M Buy
49,360
+8,127
+20% +$370K 0.37% 50
2023
Q4 		$1.9M Sell
41,233
-44,390
-52% -$1.96M 0.35% 56
2023
Q3 		$3.74M Sell
85,623
-7,948
-8% -$355K 0.9% 23
2023
Q2 		$4.25M Buy
93,571
+728
+0.8% +$33.3K 1.05% 18
2023
Q1 		$4.28M Buy
92,843
+867
+0.9% +$39.7K 1.15% 18
2022
Q4 		$4.13M Buy
91,976
+19,482
+27% +$871K 1.26% 17
2022
Q3 		$3.23M Buy
72,494
+948
+1% +$44.2K 1.16% 19
2022
Q2 		$3.35M Buy
71,546
+8,063
+13% +$383K 1.22% 14
2022
Q1 		$3.15M Buy
63,483
+30,949
+95% +$1.58M 1.2% 13
2021
Q4 		$1.72M Sell
32,534
-133,121
-80% -$7.06M 0.65% 33
2021
Q3 		$8.82M Buy
165,655
+8,895
+6% +$478K 1.83% 15
2021
Q2 		$8.38M Buy
156,760
+135,123
+624% +$7.18M 1.71% 15
2021
Q1 		$1.14M Buy
+21,637
New +$1.16M 0.26% 57

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

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

Cooper Financial Group increased its iShares Core Universal USD Bond ETF (IUSB) stake by 12% in Q2 2026, buying an estimated $202K and bringing the position to 39,882 shares worth $1.84M. The position accounts for 0.15% of the portfolio, ranked #114.

Cooper Financial Group first reported a position in IUSB in Q1 2021 and has held it in 22 quarters since. The position peaked at $8.82M in Q3 2021. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Cooper Financial Group held 39,882 shares of iShares Core Universal USD Bond ETF worth $1.84M as of Q2 2026.
  • Cooper Financial Group bought 4,384 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $202K.
  • iShares Core Universal USD Bond ETF made up 0.15% of Cooper Financial Group's portfolio in Q2 2026, its #114 holding.
  • Cooper Financial Group first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Cooper Financial Group's iShares Core Universal USD Bond ETF position peaked at $8.82M in Q3 2021.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.