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EQ LLC’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

EQ LLC’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 		$985K Buy
21,335
+79
+0.4% +$3.64K 0.24% 46
2026
Q1 		$982K Buy
21,256
+373
+2% +$17.4K 0.28% 42
2025
Q4 		$972K Buy
20,883
+528
+3% +$24.7K 0.28% 47
2025
Q3 		$951K Sell
20,355
-2,983
-13% -$138K 0.32% 42
2025
Q2 		$1.08M Sell
23,338
-12,158
-34% -$555K 0.42% 38
2025
Q1 		$1.64M Buy
35,496
+7,187
+25% +$328K 0.76% 27
2024
Q4 		$1.28M Sell
28,309
-5,469
-16% -$251K 0.6% 33
2024
Q3 		$1.59M Buy
33,778
+10,229
+43% +$475K 0.8% 23
2024
Q2 		$1.06M Sell
23,549
-217
-0.9% -$9.76K 0.64% 33
2024
Q1 		$1.08M Buy
23,766
+16,084
+209% +$732K 0.67% 32
2023
Q4 		$354K Sell
7,682
-10,687
-58% -$472K 0.26% 41
2023
Q3 		$803K Buy
18,369
+363
+2% +$16.2K 0.6% 34
2023
Q2 		$819K Buy
18,006
+2,081
+13% +$95.2K 0.67% 30
2023
Q1 		$735K Buy
15,925
+2,137
+15% +$97.8K 0.56% 33
2022
Q4 		$620K Buy
13,788
+3,031
+28% +$136K 0.5% 34
2022
Q3 		$479K Sell
10,757
-149
-1% -$6.95K 0.41% 38
2022
Q2 		$511K Buy
10,906
+202
+2% +$9.6K 0.4% 37
2022
Q1 		$531K Buy
10,704
+2,014
+23% +$103K 0.39% 31
2021
Q4 		$460K Sell
8,690
-3,244
-27% -$172K 0.32% 39
2021
Q3 		$635K Sell
11,934
-1,258
-10% -$67.6K 0.48% 33
2021
Q2 		$706K Buy
13,192
+166
+1% +$8.82K 0.54% 32
2021
Q1 		$687K Buy
+13,026
New +$698K 0.57% 28

Other funds holding IUSB

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

EQ LLC's IUSB Position: Q2 2026 in Review

EQ LLC increased its iShares Core Universal USD Bond ETF (IUSB) stake by 0.37% in Q2 2026, buying an estimated $3.64K and bringing the position to 21,335 shares worth $985K. The position accounts for 0.24% of the portfolio, ranked #46.

EQ LLC first reported a position in IUSB in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.64M in Q1 2025. 428 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • EQ LLC held 21,335 shares of iShares Core Universal USD Bond ETF worth $985K as of Q2 2026.
  • EQ LLC bought 79 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $3.64K.
  • iShares Core Universal USD Bond ETF made up 0.24% of EQ LLC's portfolio in Q2 2026, its #46 holding.
  • EQ LLC first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • EQ LLC's iShares Core Universal USD Bond ETF position peaked at $1.64M in Q1 2025.
  • 428 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on EQ LLC's 13F filing for Q2 2026, filed 23 Jul 2026.