Franklin Resources
IUSB icon

Franklin Resources’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Franklin Resources’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
Q1 		$54.3K Buy
1,176
+126
+12% +$5.87K ﹤0.01% 2999
2025
Q4 		$48.9K Hold
1,050
– – ﹤0.01% 2984
2025
Q3 		$49K Hold
1,050
– – ﹤0.01% 3008
2025
Q2 		$48.5K Sell
1,050
-1,671
-61% -$76.3K ﹤0.01% 2910
2025
Q1 		$125K Buy
+2,721
New +$124K ﹤0.01% 2788

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Franklin Resources's IUSB Position: Q1 2026 in Review

Franklin Resources increased its iShares Core Universal USD Bond ETF (IUSB) stake by 12% in Q1 2026, buying an estimated $5.87K and bringing the position to 1,176 shares worth $54.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2999.

Franklin Resources first reported a position in IUSB in Q1 2025 and has held it in 5 quarters since. The position peaked at $125K in Q1 2025. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Franklin Resources held 1,176 shares of iShares Core Universal USD Bond ETF worth $54.3K as of Q1 2026.
  • Franklin Resources bought 126 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $5.87K.
  • iShares Core Universal USD Bond ETF made up ﹤0.01% of Franklin Resources's portfolio in Q1 2026, its #2999 holding.
  • Franklin Resources first reported a position in iShares Core Universal USD Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Franklin Resources's iShares Core Universal USD Bond ETF position peaked at $125K in Q1 2025.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Franklin Resources's 13F filing for Q1 2026, filed 13 May 2026.