Corient Private Wealth
IUSB icon

Corient Private Wealth’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Corient Private Wealth’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 		$25.5M Sell
552,717
-23,843
-4% -$1.1M 0.04% 352
2026
Q1 		$26.6M Sell
576,560
-4,805
-0.8% -$224K 0.04% 341
2025
Q4 		$27.1M Buy
581,365
+15,024
+3% +$702K 0.04% 339
2025
Q3 		$26.5M Buy
566,341
+34,967
+7% +$1.62M 0.04% 338
2025
Q2 		$24.6M Buy
531,374
+34,484
+7% +$1.57M 0.03% 353
2025
Q1 		$22.9M Buy
496,890
+51,778
+12% +$2.36M 0.04% 368
2024
Q4 		$20.1M Sell
445,112
-917
-0.2% -$42.1K 0.03% 395
2024
Q3 		$21M Buy
446,029
+10,558
+2% +$490K 0.03% 409
2024
Q2 		$19.7M Buy
435,471
+11,162
+3% +$502K 0.03% 386
2024
Q1 		$19.3M Sell
424,309
-26,535
-6% -$1.21M 0.03% 398
2023
Q4 		$20.8M Buy
450,844
+96,577
+27% +$4.27M 0.04% 380
2023
Q3 		$15.5M Buy
354,267
+11,135
+3% +$498K 0.04% 404
2023
Q2 		$15.6M Buy
343,132
+12,252
+4% +$561K 0.04% 391
2023
Q1 		$15.3M Buy
330,880
+314,213
+1,885% +$14.4M 0.04% 362
2022
Q4 		$749K Buy
+16,667
New +$746K ﹤0.01% 1001

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

Corient Private Wealth's IUSB Position: Q2 2026 in Review

Corient Private Wealth reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 4.1% in Q2 2026, selling an estimated $1.1M and leaving 552,717 shares worth $25.5M. The position accounts for 0.04% of the portfolio, ranked #352.

Corient Private Wealth first reported a position in IUSB in Q4 2022 and has held it in 15 quarters since. The position peaked at $27.1M in Q4 2025. 858 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Corient Private Wealth held 552,717 shares of iShares Core Universal USD Bond ETF worth $25.5M as of Q2 2026.
  • Corient Private Wealth sold 23,843 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $1.1M.
  • iShares Core Universal USD Bond ETF made up 0.04% of Corient Private Wealth's portfolio in Q2 2026, its #352 holding.
  • Corient Private Wealth first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's iShares Core Universal USD Bond ETF position peaked at $27.1M in Q4 2025.
  • 858 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.