IFG
IUSB icon

Independent Financial Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Independent Financial 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 		$8.28M Buy
179,345
+35,670
+25% +$1.64M 0.15% 130
2026
Q1 		$6.64M Buy
143,675
+5,259
+4% +$245K 0.15% 141
2025
Q4 		$6.44M Buy
138,416
+100,025
+261% +$4.68M 0.14% 133
2025
Q3 		$1.79M Sell
38,391
-516
-1% -$23.9K 0.04% 417
2025
Q2 		$1.8M Buy
38,907
+6,441
+20% +$294K 0.05% 373
2025
Q1 		$1.5M Sell
32,466
-2,382
-7% -$109K 0.05% 366
2024
Q4 		$1.58M Sell
34,848
-3,539
-9% -$162K 0.05% 350
2024
Q3 		$1.81M Buy
38,387
+3,860
+11% +$179K 0.07% 290
2024
Q2 		$1.56M Sell
34,527
-123
-0.4% -$5.53K 0.06% 283
2024
Q1 		$1.58M Buy
34,650
+7,756
+29% +$353K 0.07% 264
2023
Q4 		$1.24M Buy
26,894
+12,293
+84% +$543K 0.07% 306
2023
Q3 		$638K Buy
14,601
+7,374
+102% +$330K 0.04% 432
2023
Q2 		$329K Buy
7,227
+713
+11% +$32.6K 0.02% 605
2023
Q1 		$301K Buy
6,514
+741
+13% +$33.9K 0.02% 607
2022
Q4 		$259K Sell
5,773
-394
-6% -$17.6K 0.02% 611
2022
Q3 		$274K Buy
6,167
+1,212
+24% +$56.5K 0.02% 561
2022
Q2 		$232K Buy
+4,955
New +$235K 0.02% 590
2022
Q1 		– Sell
-3,889
Closed -$206K – 809
2021
Q4 		$206K Buy
+3,889
New +$206K 0.02% 726

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

Independent Financial Group's IUSB Position: Q2 2026 in Review

Independent Financial Group increased its iShares Core Universal USD Bond ETF (IUSB) stake by 25% in Q2 2026, buying an estimated $1.64M and bringing the position to 179,345 shares worth $8.28M. The position accounts for 0.15% of the portfolio, ranked #130.

Independent Financial Group first reported a position in IUSB in Q4 2021 and has held it in 18 quarters since. 854 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Independent Financial Group held 179,345 shares of iShares Core Universal USD Bond ETF worth $8.28M as of Q2 2026.
  • Independent Financial Group bought 35,670 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $1.64M.
  • iShares Core Universal USD Bond ETF made up 0.15% of Independent Financial Group's portfolio in Q2 2026, its #130 holding.
  • Independent Financial Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • 854 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.