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
Q2 		$782M Buy
16,937,298
+4,399,948
+35% +$203M 3.75% 4
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 $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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Portfolio Solutions's IUSB Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its iShares Core Universal USD Bond ETF (IUSB) stake by 35% in Q2 2026, buying an estimated $203M and bringing the position to 16,937,298 shares worth $782M. The position accounts for 3.75% of the portfolio, ranked #4.

Envestnet Portfolio Solutions first reported a position in IUSB in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.12B in Q3 2024. 856 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Envestnet Portfolio Solutions held 16,937,298 shares of iShares Core Universal USD Bond ETF worth $782M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 4,399,948 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $203M.
  • iShares Core Universal USD Bond ETF made up 3.75% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #4 holding.
  • Envestnet Portfolio Solutions first reported a position in iShares Core Universal USD Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's iShares Core Universal USD Bond ETF position peaked at $1.12B in Q3 2024.
  • 856 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.