Envestnet Portfolio Solutions
IUSB icon

Envestnet Portfolio Solutions’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Envestnet Portfolio Solutions’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
Q1 		$579M Buy
12,537,350
+69,763
+0.6% +$3.25M 3.21% 5
2025
Q4 		$580M Buy
12,467,587
+363,749
+3% +$17M 2.04% 11
2025
Q3 		$565M Sell
12,103,838
-1,940,618
-14% -$89.8M 2.08% 10
2025
Q2 		$649M Sell
14,044,456
-2,127,591
-13% -$97.1M 2.39% 10
2025
Q1 		$745M Sell
16,172,047
-5,270,469
-25% -$240M 2.85% 6
2024
Q4 		$969M Sell
21,442,516
-2,325,598
-10% -$107M 3.17% 7
2024
Q3 		$1.12B Buy
23,768,114
+4,078,995
+21% +$189M 3.64% 5
2024
Q2 		$890M Buy
19,689,119
+65,765
+0.3% +$2.96M 3.11% 7
2024
Q1 		$895M Buy
19,623,354
+5,381,121
+38% +$245M 3.36% 6
2023
Q4 		$656M Sell
14,242,233
-407,356
-3% -$18M 2.73% 6
2023
Q3 		$640M Buy
+14,649,589
New +$655M 3.03% 6

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return