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Hutchens & Kramer Investment Management Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Hutchens & Kramer Investment Management Group’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 		$1.32M Buy
28,685
+4,711
+20% +$217K 0.35% 47
2026
Q1 		$1.11M Buy
23,974
+466
+2% +$21.7K 0.35% 51
2025
Q4 		$1.09M Sell
23,508
-1,952
-8% -$91.2K 0.38% 47
2025
Q3 		$1.19M Sell
25,460
-4,902
-16% -$227K 0.47% 39
2025
Q2 		$1.4M Sell
30,362
-12,685
-29% -$579K 0.64% 35
2025
Q1 		$1.98M Sell
43,047
-6,384
-13% -$291K 1.09% 20
2024
Q4 		$2.23M Sell
49,431
-7,449
-13% -$342K 1.21% 19
2024
Q3 		$2.68M Buy
56,880
+20,175
+55% +$936K 1.49% 16
2024
Q2 		$1.65M Buy
36,705
+5,469
+18% +$246K 0.91% 23
2024
Q1 		$1.41M Buy
31,236
+21,611
+225% +$984K 0.83% 21
2023
Q4 		$443K Buy
9,625
+119
+1% +$5.26K 0.31% 61
2023
Q3 		$412K Buy
9,506
+1,934
+26% +$86.4K 0.33% 59
2023
Q2 		$344K Buy
7,572
+864
+13% +$39.5K 0.28% 68
2023
Q1 		$310K Sell
6,708
-4,508
-40% -$206K 0.27% 78
2022
Q4 		$504K Buy
11,216
+2,842
+34% +$127K 0.37% 55
2022
Q3 		$374K Buy
8,374
+1,058
+14% +$49.4K 0.31% 57
2022
Q2 		$345K Sell
7,316
-80
-1% -$3.8K 0.25% 74
2022
Q1 		$366K Hold
7,396
– – 0.2% 79
2021
Q4 		$366K Buy
+7,396
New +$392K 0.23% 73

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Hutchens & Kramer Investment Management Group's IUSB Position: Q2 2026 in Review

Hutchens & Kramer Investment Management Group increased its iShares Core Universal USD Bond ETF (IUSB) stake by 20% in Q2 2026, buying an estimated $217K and bringing the position to 28,685 shares worth $1.32M. The position accounts for 0.35% of the portfolio, ranked #47.

Hutchens & Kramer Investment Management Group first reported a position in IUSB in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.68M in Q3 2024. 473 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Hutchens & Kramer Investment Management Group held 28,685 shares of iShares Core Universal USD Bond ETF worth $1.32M as of Q2 2026.
  • Hutchens & Kramer Investment Management Group bought 4,711 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $217K.
  • iShares Core Universal USD Bond ETF made up 0.35% of Hutchens & Kramer Investment Management Group's portfolio in Q2 2026, its #47 holding.
  • Hutchens & Kramer Investment Management Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Hutchens & Kramer Investment Management Group's iShares Core Universal USD Bond ETF position peaked at $2.68M in Q3 2024.
  • 473 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q2 2026, filed 9 Jul 2026.