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HUB Investment Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

HUB Investment Partners’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 		$643K Sell
13,936
-1,159
-8% -$53.4K 0.01% 605
2026
Q1 		$697K Sell
15,095
-1,981
-12% -$92.3K 0.02% 449
2025
Q4 		$795K Sell
17,076
-190
-1% -$8.88K 0.02% 362
2025
Q3 		$807K Sell
17,266
-1,105
-6% -$51.1K 0.03% 313
2025
Q2 		$849K Sell
18,371
-2,222
-11% -$101K 0.03% 288
2025
Q1 		$949K Buy
20,593
+1,098
+6% +$50K 0.04% 236
2024
Q4 		$881K Buy
19,495
+2,399
+14% +$110K 0.04% 224
2024
Q3 		$806K Sell
17,096
-919
-5% -$42.6K 0.04% 225
2024
Q2 		$815K Sell
18,015
-1,152
-6% -$51.8K 0.03% 211
2024
Q1 		$874K Buy
19,167
+379
+2% +$17.2K 0.05% 191
2023
Q4 		$866K Sell
18,788
-75,952
-80% -$3.36M 0.06% 173
2023
Q3 		$4.14M Buy
94,740
+5,940
+7% +$265K 0.63% 42
2023
Q2 		$4.04M Sell
88,800
-3,112
-3% -$142K 0.67% 38
2023
Q1 		$4.24M Buy
91,912
+2,250
+3% +$103K 0.88% 28
2022
Q4 		$4.03M Buy
89,662
+4,973
+6% +$222K 0.88% 25
2022
Q3 		$3.77M Buy
84,689
+8,531
+11% +$398K 1.14% 20
2022
Q2 		$3.57M Buy
76,158
+3,738
+5% +$178K 1.11% 21
2022
Q1 		$3.59M Buy
72,420
+8,684
+14% +$443K 0.85% 26
2021
Q4 		$3.37M Buy
63,736
+7,704
+14% +$408K 0.78% 27
2021
Q3 		$2.98M Buy
56,032
+8,912
+19% +$479K 0.71% 30
2021
Q2 		$2.52M Buy
47,120
+13,434
+40% +$714K 0.67% 35
2021
Q1 		$1.78M Buy
33,686
+14,077
+72% +$754K 0.52% 55
2020
Q4 		$1.07M Buy
+19,609
New +$1.07M 0.49% 61

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

HUB Investment Partners's IUSB Position: Q2 2026 in Review

HUB Investment Partners reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 7.7% in Q2 2026, selling an estimated $53.4K and leaving 13,936 shares worth $643K. The position accounts for 0.01% of the portfolio, ranked #605.

HUB Investment Partners first reported a position in IUSB in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.24M in Q1 2023. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • HUB Investment Partners held 13,936 shares of iShares Core Universal USD Bond ETF worth $643K as of Q2 2026.
  • HUB Investment Partners sold 1,159 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $53.4K.
  • iShares Core Universal USD Bond ETF made up 0.01% of HUB Investment Partners's portfolio in Q2 2026, its #605 holding.
  • HUB Investment Partners first reported a position in iShares Core Universal USD Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • HUB Investment Partners's iShares Core Universal USD Bond ETF position peaked at $4.24M in Q1 2023.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

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