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

Hanlon 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 		$1.99M Buy
43,178
+6,136
+17% +$283K 1.06% 19
2026
Q1 		$1.71M Buy
37,042
+257
+0.7% +$12K 0.94% 20
2025
Q4 		$1.71M Sell
36,785
-1,013
-3% -$47.4K 0.95% 20
2025
Q3 		$1.77M Sell
37,798
-1,417
-4% -$65.5K 1.06% 18
2025
Q2 		$1.81M Sell
39,215
-9,138
-19% -$417K 1.3% 14
2025
Q1 		$2.23M Sell
48,353
-7,035
-13% -$321K 1.68% 10
2024
Q4 		$2.5M Sell
55,388
-25,076
-31% -$1.15M 0.68% 22
2024
Q3 		$3.79M Buy
80,464
+13,155
+20% +$610K 1.06% 18
2024
Q2 		$3.04M Sell
67,309
-1,007
-1% -$45.3K 0.9% 20
2024
Q1 		$3.11M Buy
68,316
+12,775
+23% +$581K 0.95% 18
2023
Q4 		$2.56M Sell
55,541
-14,868
-21% -$657K 0.81% 20
2023
Q3 		$3.08M Sell
70,409
-15,167
-18% -$678K 0.93% 15
2023
Q2 		$3.89M Buy
85,576
+10,728
+14% +$491K 1.13% 16
2023
Q1 		$3.45M Buy
74,848
+20,398
+37% +$934K 1.03% 16
2022
Q4 		$2.45M Buy
54,450
+6,250
+13% +$280K 0.84% 22
2022
Q3 		$2.15M Buy
48,200
+1,849
+4% +$86.3K 0.81% 24
2022
Q2 		$2.17M Buy
46,351
+6,853
+17% +$326K 0.53% 38
2022
Q1 		$1.96M Buy
39,498
+10,956
+38% +$558K 0.42% 47
2021
Q4 		$1.51M Buy
28,542
+2,546
+10% +$135K 0.29% 56
2021
Q3 		$1.38M Buy
25,996
+595
+2% +$32K 0.29% 58
2021
Q2 		$1.36M Buy
25,401
+4,466
+21% +$237K 0.28% 57
2021
Q1 		$1.1M Buy
+20,935
New +$1.12M 0.24% 64

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

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

Hanlon Investment Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 17% in Q2 2026, buying an estimated $283K and bringing the position to 43,178 shares worth $1.99M. The position accounts for 1.06% of the portfolio, ranked #19.

Hanlon Investment Management first reported a position in IUSB in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.89M in Q2 2023. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Hanlon Investment Management held 43,178 shares of iShares Core Universal USD Bond ETF worth $1.99M as of Q2 2026.
  • Hanlon Investment Management bought 6,136 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $283K.
  • iShares Core Universal USD Bond ETF made up 1.06% of Hanlon Investment Management's portfolio in Q2 2026, its #19 holding.
  • Hanlon Investment Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Hanlon Investment Management's iShares Core Universal USD Bond ETF position peaked at $3.89M in Q2 2023.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Hanlon Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.