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HM Payson & Co’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

HM Payson & Co’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 		$20.6K Hold
447
– – ﹤0.01% 849
2026
Q1 		$20.6K Hold
447
– – ﹤0.01% 836
2025
Q4 		$20.8K Hold
447
– – ﹤0.01% 831
2025
Q3 		$20.9K Hold
447
– – ﹤0.01% 830
2025
Q2 		$20.7K Buy
+447
New +$20.4K ﹤0.01% 778
2024
Q2 		– Sell
-73
Closed -$3.33K – 1014
2024
Q1 		$3.33K Buy
+73
New +$3.32K ﹤0.01% 888

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

HM Payson & Co's IUSB Position: Q2 2026 in Review

HM Payson & Co held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q2 2026 at 447 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #849.

HM Payson & Co first reported a position in IUSB in Q1 2024 and has held it in 6 quarters since. The position peaked at $20.9K in Q3 2025. 854 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • HM Payson & Co held 447 shares of iShares Core Universal USD Bond ETF worth $20.6K as of Q2 2026.
  • HM Payson & Co left its iShares Core Universal USD Bond ETF share count unchanged in Q2 2026.
  • iShares Core Universal USD Bond ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #849 holding.
  • HM Payson & Co first reported a position in iShares Core Universal USD Bond ETF in Q1 2024 and has held it in 6 quarters since.
  • HM Payson & Co's iShares Core Universal USD Bond ETF position peaked at $20.9K in Q3 2025.
  • 854 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.