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Founders Financial Alliance’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Founders Financial Alliance’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 		$15M Buy
324,785
+319,277
+5,797% +$14.7M 1.99% 4
2026
Q1 		$254K Buy
5,508
+1,279
+30% +$59.6K 0.05% 340
2025
Q4 		$197K Sell
4,229
-1,032
-20% -$48.2K 0.04% 351
2025
Q3 		$246K Buy
5,261
+569
+12% +$26.3K 0.05% 331
2025
Q2 		$217K Buy
4,692
+979
+26% +$44.7K 0.05% 302
2025
Q1 		$171K Sell
3,713
-875
-19% -$39.9K 0.04% 353
2024
Q4 		$207K Buy
4,588
+13
+0.3% +$597 0.06% 267
2024
Q3 		$216K Buy
4,575
+206
+5% +$9.56K 0.06% 274
2024
Q2 		$198K Sell
4,369
-37
-0.8% -$1.66K 0.06% 268
2024
Q1 		$201K Sell
4,406
-694
-14% -$31.6K 0.06% 265
2023
Q4 		$235K Sell
5,100
-11
-0.2% -$486 0.09% 218
2023
Q3 		$223K Sell
5,111
-1,770
-26% -$79.1K 0.1% 205
2023
Q2 		$313K Buy
6,881
+1,736
+34% +$79.4K 0.12% 178
2023
Q1 		$237K Sell
5,145
-101
-2% -$4.62K 0.12% 182
2022
Q4 		$236K Buy
5,246
+363
+7% +$16.2K 0.11% 197
2022
Q3 		$217K Sell
4,883
-235
-5% -$11K 0.11% 195
2022
Q2 		$240K Sell
5,118
-245
-5% -$11.6K 0.12% 181
2022
Q1 		$266K Buy
5,363
+70
+1% +$3.57K 0.12% 169
2021
Q4 		$280K Buy
5,293
+616
+13% +$32.7K 0.11% 192
2021
Q3 		$249K Buy
4,677
+1,394
+42% +$74.9K 0.12% 185
2021
Q2 		$174K Buy
3,283
+185
+6% +$9.83K 0.08% 249
2021
Q1 		$162K Buy
3,098
+1,547
+100% +$82.9K 0.08% 237
2020
Q4 		$86K Hold
1,551
– – 0.05% 257
2020
Q3 		$85K Buy
+1,551
New +$84.7K 0.05% 290

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

Founders Financial Alliance's IUSB Position: Q2 2026 in Review

Founders Financial Alliance increased its iShares Core Universal USD Bond ETF (IUSB) stake by 5,797% in Q2 2026, buying an estimated $14.7M and bringing the position to 324,785 shares worth $15M. The position accounts for 1.99% of the portfolio, ranked #4.

Founders Financial Alliance first reported a position in IUSB in Q3 2020 and has held it in 24 quarters since. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Founders Financial Alliance held 324,785 shares of iShares Core Universal USD Bond ETF worth $15M as of Q2 2026.
  • Founders Financial Alliance bought 319,277 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $14.7M.
  • iShares Core Universal USD Bond ETF made up 1.99% of Founders Financial Alliance's portfolio in Q2 2026, its #4 holding.
  • Founders Financial Alliance first reported a position in iShares Core Universal USD Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.