HighTower Advisors
IUSB icon

HighTower Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

HighTower Advisors’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 		$25M Buy
542,631
+55,590
+11% +$2.56M 0.02% 575
2026
Q1 		$22.5M Buy
487,041
+48,293
+11% +$2.25M 0.02% 578
2025
Q4 		$20.4M Buy
438,748
+26,241
+6% +$1.23M 0.02% 597
2025
Q3 		$19.3M Sell
412,507
-105,550
-20% -$4.88M 0.02% 598
2025
Q2 		$23.9M Buy
518,057
+10,965
+2% +$500K 0.03% 518
2025
Q1 		$23.4M Sell
507,092
-19,523
-4% -$890K 0.03% 488
2024
Q4 		$23.8M Sell
526,615
-110,671
-17% -$5.08M 0.03% 466
2024
Q3 		$30M Buy
637,286
+108,128
+20% +$5.02M 0.04% 408
2024
Q2 		$23.9M Buy
529,158
+46,979
+10% +$2.11M 0.04% 447
2024
Q1 		$22M Buy
482,179
+110,856
+30% +$5.05M 0.04% 447
2023
Q4 		$17.1M Sell
371,323
-6,526
-2% -$288K 0.03% 526
2023
Q3 		$16.5M Buy
377,849
+36,984
+11% +$1.65M 0.03% 508
2023
Q2 		$15.5M Buy
340,865
+45,514
+15% +$2.08M 0.03% 514
2023
Q1 		$13.6M Buy
295,351
+50,676
+21% +$2.32M 0.03% 517
2022
Q4 		$11M Buy
244,675
+95,437
+64% +$4.27M 0.03% 577
2022
Q3 		$6.64M Sell
149,238
-138,571
-48% -$6.46M 0.02% 695
2022
Q2 		$13.5M Sell
287,809
-8,273
-3% -$393K 0.03% 466
2022
Q1 		$14.7M Buy
296,082
+25,053
+9% +$1.28M 0.03% 486
2021
Q4 		$14.3M Buy
271,029
+2,290
+0.9% +$121K 0.03% 478
2021
Q3 		$14.3M Buy
268,739
+21,052
+8% +$1.13M 0.04% 417
2021
Q2 		$13.2M Buy
247,687
+164,680
+198% +$8.75M 0.04% 419
2021
Q1 		$4.36M Buy
+83,007
New +$4.45M 0.01% 796
2019
Q2 		– Sell
-6,599
Closed -$329K – 2449
2019
Q1 		$329K Buy
+6,599
New +$328K ﹤0.01% 1679
2017
Q4 		– Sell
-32,338
Closed -$1.64M – 2335
2017
Q3 		$1.64M Buy
+32,338
New +$1.65M 0.01% 897
2017
Q1 		– Sell
-6,116
Closed -$307K – 2124
2016
Q4 		$307K Buy
+6,116
New +$311K ﹤0.01% 1459

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

HighTower Advisors's IUSB Position: Q2 2026 in Review

HighTower Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 11% in Q2 2026, buying an estimated $2.56M and bringing the position to 542,631 shares worth $25M. The position accounts for 0.02% of the portfolio, ranked #575.

HighTower Advisors first reported a position in IUSB in Q4 2016 and has held it in 25 quarters since. The position peaked at $30M in Q3 2024. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • HighTower Advisors held 542,631 shares of iShares Core Universal USD Bond ETF worth $25M as of Q2 2026.
  • HighTower Advisors bought 55,590 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $2.56M.
  • iShares Core Universal USD Bond ETF made up 0.02% of HighTower Advisors's portfolio in Q2 2026, its #575 holding.
  • HighTower Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2016 and has held it in 25 quarters since.
  • HighTower Advisors's iShares Core Universal USD Bond ETF position peaked at $30M in Q3 2024.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.