E3F
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Eight 31 Financial’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Eight 31 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 		$6.1M Buy
132,158
+1,543
+1% +$71.2K 3.63% 14
2026
Q1 		$6.03M Sell
130,615
-267
-0.2% -$12.4K 3.64% 13
2025
Q4 		$6.09M Buy
130,882
+1,235
+1% +$57.7K 3.34% 14
2025
Q3 		$6.06M Buy
129,647
+9,981
+8% +$462K 3.41% 14
2025
Q2 		$5.53M Sell
119,666
-180
-0.2% -$8.21K 3.65% 14
2025
Q1 		$5.52M Buy
119,846
+59,950
+100% +$2.73M 3.54% 13
2024
Q4 		$2.71M Sell
59,896
-55,623
-48% -$2.55M 2.03% 8
2024
Q3 		$5.44M Buy
115,519
+10,502
+10% +$487K 4.19% 6
2024
Q2 		$4.75M Buy
105,017
+70,596
+205% +$3.17M 3.62% 7
2024
Q1 		$1.57M Buy
+34,421
New +$1.57M 0.97% 25

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

Eight 31 Financial's IUSB Position: Q2 2026 in Review

Eight 31 Financial increased its iShares Core Universal USD Bond ETF (IUSB) stake by 1.2% in Q2 2026, buying an estimated $71.2K and bringing the position to 132,158 shares worth $6.1M. The position accounts for 3.63% of the portfolio, ranked #14.

Eight 31 Financial first reported a position in IUSB in Q1 2024 and has held it in 10 quarters since. 860 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Eight 31 Financial held 132,158 shares of iShares Core Universal USD Bond ETF worth $6.1M as of Q2 2026.
  • Eight 31 Financial bought 1,543 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $71.2K.
  • iShares Core Universal USD Bond ETF made up 3.63% of Eight 31 Financial's portfolio in Q2 2026, its #14 holding.
  • Eight 31 Financial first reported a position in iShares Core Universal USD Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 860 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Eight 31 Financial's 13F filing for Q2 2026, filed 13 Aug 2026.