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

Investment Research 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 		$216K Hold
4,684
– – 0.07% 260
2026
Q1 		$216K Hold
4,684
– – 0.09% 221
2025
Q4 		$218K Hold
4,684
– – 0.09% 214
2025
Q3 		$220K Buy
+4,684
New +$217K 0.1% 208

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Investment Research Partners held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q2 2026 at 4,684 shares worth $216K. The position accounts for 0.07% of the portfolio, ranked #260.

Investment Research Partners first reported a position in IUSB in Q3 2025 and has held it in 4 quarters since. The position peaked at $220K in Q3 2025. 702 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Investment Research Partners held 4,684 shares of iShares Core Universal USD Bond ETF worth $216K as of Q2 2026.
  • Investment Research Partners left its iShares Core Universal USD Bond ETF share count unchanged in Q2 2026.
  • iShares Core Universal USD Bond ETF made up 0.07% of Investment Research Partners's portfolio in Q2 2026, its #260 holding.
  • Investment Research Partners first reported a position in iShares Core Universal USD Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Investment Research Partners's iShares Core Universal USD Bond ETF position peaked at $220K in Q3 2025.
  • 702 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.