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Cresset Asset Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Cresset Asset Management’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 		$595K Sell
12,894
-6,266
-33% -$289K ﹤0.01% 1101
2026
Q1 		$885K Sell
19,160
-7,893
-29% -$368K ﹤0.01% 831
2025
Q4 		$1.26M Buy
27,053
+15,252
+129% +$713K 0.01% 710
2025
Q3 		$551K Buy
11,801
+227
+2% +$10.5K ﹤0.01% 979
2025
Q2 		$535K Sell
11,574
-15,559
-57% -$710K ﹤0.01% 899
2025
Q1 		$1.25M Buy
27,133
+6,285
+30% +$286K 0.01% 692
2024
Q4 		$942K Sell
20,848
-133
-0.6% -$6.11K ﹤0.01% 824
2024
Q3 		$989K Buy
20,981
+3,988
+23% +$185K ﹤0.01% 1168
2024
Q2 		$768K Buy
16,993
+2,595
+18% +$117K ﹤0.01% 1217
2024
Q1 		$656K Buy
14,398
+2,759
+24% +$126K ﹤0.01% 1199
2023
Q4 		$536K Buy
11,639
+970
+9% +$42.9K ﹤0.01% 1197
2023
Q3 		$466K Sell
10,669
-472
-4% -$21.1K ﹤0.01% 1221
2023
Q2 		$507K Buy
11,141
+1,029
+10% +$47.1K ﹤0.01% 1275
2023
Q1 		$467K Buy
10,112
+1,735
+21% +$79.4K 0.01% 507
2022
Q4 		$357K Hold
8,377
– – ﹤0.01% 496
2022
Q3 		$373K Buy
+8,377
New +$391K ﹤0.01% 603

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

Cresset Asset Management's IUSB Position: Q2 2026 in Review

Cresset Asset Management reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 33% in Q2 2026, selling an estimated $289K and leaving 12,894 shares worth $595K. The position accounts for ﹤0.01% of the portfolio, ranked #1101.

Cresset Asset Management first reported a position in IUSB in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.26M in Q4 2025. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Cresset Asset Management held 12,894 shares of iShares Core Universal USD Bond ETF worth $595K as of Q2 2026.
  • Cresset Asset Management sold 6,266 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $289K.
  • iShares Core Universal USD Bond ETF made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1101 holding.
  • Cresset Asset Management first reported a position in iShares Core Universal USD Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Cresset Asset Management's iShares Core Universal USD Bond ETF position peaked at $1.26M in Q4 2025.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.