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WELLINGTON-ALTUS USA INC.’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

WELLINGTON-ALTUS USA INC.’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 		$210K Sell
4,545
-4,375
-49% -$202K 0.15% 114
2026
Q1 		$412K Buy
+8,920
New +$416K 0.24% 94

Other funds holding IUSB

Envestnet Asset Management
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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

WELLINGTON-ALTUS USA INC.'s IUSB Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 49% in Q2 2026, selling an estimated $202K and leaving 4,545 shares worth $210K. The position accounts for 0.15% of the portfolio, ranked #114.

WELLINGTON-ALTUS USA INC. first reported a position in IUSB in Q1 2026 and has held it in 2 quarters since. The position peaked at $412K in Q1 2026. 860 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. held 4,545 shares of iShares Core Universal USD Bond ETF worth $210K as of Q2 2026.
  • WELLINGTON-ALTUS USA INC. sold 4,375 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $202K.
  • iShares Core Universal USD Bond ETF made up 0.15% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #114 holding.
  • WELLINGTON-ALTUS USA INC. first reported a position in iShares Core Universal USD Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • WELLINGTON-ALTUS USA INC.'s iShares Core Universal USD Bond ETF position peaked at $412K in Q1 2026.
  • 860 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.