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INVST’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

INVST’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 		$28.4M Buy
616,039
+174,282
+39% +$8.04M 2.77% 5
2026
Q1 		$20.4M Sell
441,757
-12,184
-3% -$568K 2.3% 7
2025
Q4 		$21.1M Sell
453,941
-39,740
-8% -$1.86M 2.3% 5
2025
Q3 		$23.1M Sell
493,681
-102,575
-17% -$4.74M 2.62% 4
2025
Q2 		$27.6M Buy
596,256
+30,392
+5% +$1.39M 3.43% 2
2025
Q1 		$26.1M Sell
565,864
-339,517
-37% -$15.5M 3.56% 3
2024
Q4 		$40.9M Sell
905,381
-83,412
-8% -$3.83M 4.97% 2
2024
Q3 		$46.6M Buy
988,793
+12,714
+1% +$590K 5.64% 2
2024
Q2 		$43.8M Buy
976,079
+114,933
+13% +$5.17M 4.83% 2
2024
Q1 		$38.9M Buy
861,146
+49,732
+6% +$2.26M 4.61% 2
2023
Q4 		$37M Buy
811,414
+321,607
+66% +$14.2M 4.73% 2
2023
Q3 		$21.4M Buy
489,807
+24,518
+5% +$1.1M 3.09% 9
2023
Q2 		$21.2M Buy
465,289
+84,567
+22% +$3.87M 3.06% 9
2023
Q1 		$17.5M Buy
380,722
+69,980
+23% +$3.2M 2.71% 12
2022
Q4 		$14.4M Buy
310,742
+135,968
+78% +$6.08M 2.25% 13
2022
Q3 		$7.7M Buy
174,774
+14,146
+9% +$660K 1.32% 18
2022
Q2 		$7.65M Buy
160,628
+30,176
+23% +$1.43M 1.18% 22
2022
Q1 		$6.15M Sell
130,452
-11,733
-8% -$598K 1.01% 26
2021
Q4 		$7.2M Buy
142,185
+38,679
+37% +$2.05M 1.13% 25
2021
Q3 		$5.51M Buy
103,506
+4,307
+4% +$231K 0.87% 31
2021
Q2 		$5.33M Buy
99,199
+12,900
+15% +$685K 0.87% 31
2021
Q1 		$4.58M Buy
+86,299
New +$4.62M 0.79% 32

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

INVST's IUSB Position: Q2 2026 in Review

INVST increased its iShares Core Universal USD Bond ETF (IUSB) stake by 39% in Q2 2026, buying an estimated $8.04M and bringing the position to 616,039 shares worth $28.4M. The position accounts for 2.77% of the portfolio, ranked #5.

INVST first reported a position in IUSB in Q1 2021 and has held it in 22 quarters since. The position peaked at $46.6M in Q3 2024. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • INVST held 616,039 shares of iShares Core Universal USD Bond ETF worth $28.4M as of Q2 2026.
  • INVST bought 174,282 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $8.04M.
  • iShares Core Universal USD Bond ETF made up 2.77% of INVST's portfolio in Q2 2026, its #5 holding.
  • INVST first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • INVST's iShares Core Universal USD Bond ETF position peaked at $46.6M in Q3 2024.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.