Fidelity Investments
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Fidelity Investments’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Fidelity Investments’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 		$67.6M Buy
1,465,036
+77,871
+6% +$3.59M ﹤0.01% 1390
2026
Q1 		$64.1M Buy
1,387,165
+67,776
+5% +$3.16M ﹤0.01% 1342
2025
Q4 		$61.4M Sell
1,319,389
-74,978
-5% -$3.5M ﹤0.01% 1357
2025
Q3 		$65.1M Sell
1,394,367
-82,676
-6% -$3.82M ﹤0.01% 1343
2025
Q2 		$68.3M Sell
1,477,043
-115,245
-7% -$5.26M ﹤0.01% 1269
2025
Q1 		$73.4M Sell
1,592,288
-185,949
-10% -$8.47M ﹤0.01% 1211
2024
Q4 		$80.4M Buy
1,778,237
+382,093
+27% +$17.5M ﹤0.01% 1202
2024
Q3 		$65.8M Sell
1,396,144
-153,054
-10% -$7.1M ﹤0.01% 1257
2024
Q2 		$70.1M Buy
1,549,198
+499,838
+48% +$22.5M ﹤0.01% 1180
2024
Q1 		$47.8M Sell
1,049,360
-162,721
-13% -$7.41M ﹤0.01% 1344
2023
Q4 		$55.8M Sell
1,212,081
-10,389
-0.8% -$459K ﹤0.01% 1246
2023
Q3 		$53.4M Buy
1,222,470
+46,690
+4% +$2.09M ﹤0.01% 1218
2023
Q2 		$53.5M Sell
1,175,780
-117,980
-9% -$5.4M ﹤0.01% 1249
2023
Q1 		$59.7M Sell
1,293,760
-542,674
-30% -$24.8M 0.01% 1189
2022
Q4 		$82.5M Sell
1,836,434
-1,180,336
-39% -$52.8M 0.01% 1044
2022
Q3 		$134M Buy
3,016,770
+1,906,350
+172% +$88.9M 0.01% 839
2022
Q2 		$52M Sell
1,110,420
-1,425,911
-56% -$67.8M 0.01% 1240
2022
Q1 		$126M Buy
2,536,331
+1,514,540
+148% +$77.2M 0.01% 978
2021
Q4 		$54.1M Sell
1,021,791
-23,097
-2% -$1.22M ﹤0.01% 1393
2021
Q3 		$55.6M Sell
1,044,888
-72,262
-6% -$3.88M ﹤0.01% 1368
2021
Q2 		$59.8M Sell
1,117,150
-157,233
-12% -$8.35M ﹤0.01% 1351
2021
Q1 		$67.2M Buy
1,274,383
+990,426
+349% +$53.1M 0.01% 1253
2020
Q4 		$15.5M Buy
283,957
+116,756
+70% +$6.34M ﹤0.01% 1814
2020
Q3 		$9.09M Buy
167,201
+67,588
+68% +$3.69M ﹤0.01% 1863
2020
Q2 		$5.41M Buy
99,613
+12,868
+15% +$690K ﹤0.01% 2024
2020
Q1 		$4.55M Buy
86,745
+73,184
+540% +$3.84M ﹤0.01% 1966
2019
Q4 		$707K Buy
13,561
+4,589
+51% +$239K ﹤0.01% 2446
2019
Q3 		$470K Buy
8,972
+6,549
+270% +$341K ﹤0.01% 2528
2019
Q2 		$125K Buy
2,423
+471
+24% +$23.9K ﹤0.01% 2707
2019
Q1 		$99K Buy
1,952
+1,946
+32,433% +$96.8K ﹤0.01% 2679
2018
Q4 		$0 Buy
6
+4
+200% +$195 ﹤0.01% 3838
2018
Q3 		$0 Buy
+2
New +$99 ﹤0.01% 3668

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

Fidelity Investments's IUSB Position: Q2 2026 in Review

Fidelity Investments increased its iShares Core Universal USD Bond ETF (IUSB) stake by 5.6% in Q2 2026, buying an estimated $3.59M and bringing the position to 1,465,036 shares worth $67.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1390.

Fidelity Investments first reported a position in IUSB in Q3 2018 and has held it in 32 quarters since. The position peaked at $134M in Q3 2022. 856 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Fidelity Investments held 1,465,036 shares of iShares Core Universal USD Bond ETF worth $67.6M as of Q2 2026.
  • Fidelity Investments bought 77,871 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $3.59M.
  • iShares Core Universal USD Bond ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #1390 holding.
  • Fidelity Investments first reported a position in iShares Core Universal USD Bond ETF in Q3 2018 and has held it in 32 quarters since.
  • Fidelity Investments's iShares Core Universal USD Bond ETF position peaked at $134M in Q3 2022.
  • 856 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.