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Harbour Investments’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Harbour Investments’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 		$16.5M Buy
357,978
+282,530
+374% +$13.2M 0.26% 78
2025
Q4 		$3.51M Buy
75,448
+2,364
+3% +$111K 0.07% 250
2025
Q3 		$3.41M Sell
73,084
-7,393
-9% -$342K 0.08% 233
2025
Q2 		$3.72M Sell
80,477
-8,226
-9% -$375K 0.09% 193
2025
Q1 		$4.09M Sell
88,703
-43,679
-33% -$1.99M 0.12% 160
2024
Q4 		$5.98M Sell
132,382
-4,856
-4% -$223K 0.17% 107
2024
Q3 		$6.47M Buy
137,238
+38,524
+39% +$1.79M 0.19% 96
2024
Q2 		$4.46M Sell
98,714
-180
-0.2% -$8.09K 0.15% 114
2024
Q1 		$4.51M Buy
98,894
+17,883
+22% +$814K 0.16% 119
2023
Q4 		$3.73M Sell
81,011
-6,152
-7% -$272K 0.15% 123
2023
Q3 		$3.81M Buy
87,163
+366
+0.4% +$16.4K 0.19% 105
2023
Q2 		$3.95M Buy
86,797
+18,550
+27% +$849K 0.2% 94
2023
Q1 		$3.15M Buy
68,247
+5,265
+8% +$241K 0.17% 112
2022
Q4 		$2.83M Buy
62,982
+18,979
+43% +$849K 0.17% 114
2022
Q3 		$2.06M Hold
44,003
– – 0.14% 144
2022
Q2 		$2.06M Buy
+44,003
New +$2.09M 0.14% 144
2021
Q4 		$1.83M Buy
34,525
+6,701
+24% +$355K 0.11% 188
2021
Q3 		$1.48M Buy
27,824
+4,229
+18% +$227K 0.05% 360
2021
Q2 		$1.26M Buy
23,595
+14,056
+147% +$747K 0.04% 402
2021
Q1 		$503K Buy
+9,539
New +$511K 0.02% 605

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

Harbour Investments's IUSB Position: Q1 2026 in Review

Harbour Investments increased its iShares Core Universal USD Bond ETF (IUSB) stake by 374% in Q1 2026, buying an estimated $13.2M and bringing the position to 357,978 shares worth $16.5M. The position accounts for 0.26% of the portfolio, ranked #78.

Harbour Investments first reported a position in IUSB in Q1 2021 and has held it in 20 quarters since. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Harbour Investments held 357,978 shares of iShares Core Universal USD Bond ETF worth $16.5M as of Q1 2026.
  • Harbour Investments bought 282,530 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $13.2M.
  • iShares Core Universal USD Bond ETF made up 0.26% of Harbour Investments's portfolio in Q1 2026, its #78 holding.
  • Harbour Investments first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 20 quarters since.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.