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International Assets Investment Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

International Assets Investment Management’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 		$821K Buy
17,884
+3,662
+26% +$169K 0.05% 337
2026
Q1 		$656K Buy
14,222
+6,798
+92% +$317K 0.05% 362
2025
Q4 		$346K Buy
7,424
+753
+11% +$35.2K 0.02% 589
2025
Q3 		$307K Hold
6,671
– – 0.02% 606
2025
Q2 		$308K Sell
6,671
-129
-2% -$5.89K 0.02% 607
2025
Q1 		$313K Sell
6,800
-7,624
-53% -$347K 0.03% 555
2024
Q4 		$652K Buy
+14,424
New +$662K 0.05% 323
2024
Q3 		– Sell
-15,336
Closed -$693K – 2219
2024
Q2 		$693K Buy
15,336
+8,803
+135% +$396K 0.07% 287
2024
Q1 		$295K Sell
6,533
-4,722
-42% -$215K 0.03% 536
2023
Q4 		$519K Buy
+11,255
New +$497K 0.07% 331

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

International Assets Investment Management's IUSB Position: Q2 2026 in Review

International Assets Investment Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 26% in Q2 2026, buying an estimated $169K and bringing the position to 17,884 shares worth $821K. The position accounts for 0.05% of the portfolio, ranked #337.

International Assets Investment Management first reported a position in IUSB in Q4 2023 and has held it in 10 quarters since. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • International Assets Investment Management held 17,884 shares of iShares Core Universal USD Bond ETF worth $821K as of Q2 2026.
  • International Assets Investment Management bought 3,662 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $169K.
  • iShares Core Universal USD Bond ETF made up 0.05% of International Assets Investment Management's portfolio in Q2 2026, its #337 holding.
  • International Assets Investment Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.