Focus Partners Wealth
IUSB icon

Focus Partners Wealth’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Focus Partners Wealth’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 		$56M Sell
1,214,242
-135,798
-10% -$6.26M 0.06% 292
2026
Q1 		$62.4M Sell
1,350,040
-257,827
-16% -$12M 0.07% 249
2025
Q4 		$74.8M Buy
1,607,867
+246,252
+18% +$11.5M 0.09% 208
2025
Q3 		$63.6M Buy
1,361,615
+27,991
+2% +$1.29M 0.1% 174
2025
Q2 		$61.7M Buy
1,333,624
+311,329
+30% +$14.2M 0.13% 155
2025
Q1 		$47.1M Buy
1,022,295
+18,672
+2% +$851K 0.12% 170
2024
Q4 		$45.4M Buy
+1,003,623
New +$46.1M 0.12% 168
2024
Q3 		– Sell
-544,420
Closed -$24.6M – 1643
2024
Q2 		$24.6M Buy
+544,420
New +$24.5M 0.08% 218

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

Focus Partners Wealth's IUSB Position: Q2 2026 in Review

Focus Partners Wealth reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 10% in Q2 2026, selling an estimated $6.26M and leaving 1,214,242 shares worth $56M. The position accounts for 0.06% of the portfolio, ranked #292.

Focus Partners Wealth first reported a position in IUSB in Q2 2024 and has held it in 8 quarters since. The position peaked at $74.8M in Q4 2025. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Focus Partners Wealth held 1,214,242 shares of iShares Core Universal USD Bond ETF worth $56M as of Q2 2026.
  • Focus Partners Wealth sold 135,798 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $6.26M.
  • iShares Core Universal USD Bond ETF made up 0.06% of Focus Partners Wealth's portfolio in Q2 2026, its #292 holding.
  • Focus Partners Wealth first reported a position in iShares Core Universal USD Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • Focus Partners Wealth's iShares Core Universal USD Bond ETF position peaked at $74.8M in Q4 2025.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.