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Freedom Investment Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Freedom Investment Management’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 		$313K Buy
6,780
+1,800
+36% +$83K 0.09% 80
2026
Q1 		$230K Sell
4,980
-4,739
-49% -$221K 0.07% 99
2025
Q4 		$452K Sell
9,719
-793
-8% -$37.1K 0.13% 55
2025
Q3 		$491K Sell
10,512
-32,827
-76% -$1.52M 0.13% 76
2025
Q2 		$2M Buy
43,339
+13,253
+44% +$605K 0.16% 107
2025
Q1 		$1.39M Buy
30,086
+24,089
+402% +$1.1M 0.12% 160
2024
Q4 		$271K Sell
5,997
-252
-4% -$11.6K 0.02% 631
2024
Q3 		$294K Buy
6,249
+281
+5% +$13K 0.02% 604
2024
Q2 		$270K Sell
5,968
-510
-8% -$22.9K 0.02% 636
2024
Q1 		$295K Buy
6,478
+1,379
+27% +$62.8K 0.02% 611
2023
Q4 		$235K Buy
+5,099
New +$225K 0.02% 670

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 1-Year Est. Return

Freedom Investment Management's IUSB Position: Q2 2026 in Review

Freedom Investment Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 36% in Q2 2026, buying an estimated $83K and bringing the position to 6,780 shares worth $313K. The position accounts for 0.09% of the portfolio, ranked #80.

Freedom Investment Management first reported a position in IUSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $2M in Q2 2025. 861 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Freedom Investment Management held 6,780 shares of iShares Core Universal USD Bond ETF worth $313K as of Q2 2026.
  • Freedom Investment Management bought 1,800 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $83K.
  • iShares Core Universal USD Bond ETF made up 0.09% of Freedom Investment Management's portfolio in Q2 2026, its #80 holding.
  • Freedom Investment Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Freedom Investment Management's iShares Core Universal USD Bond ETF position peaked at $2M in Q2 2025.
  • 861 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Freedom Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.