J.E. Simmons & Co’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.42M Buy
160,869
+10,459
+7% +$482K 4.18% 7
2026
Q1
$6.95M Buy
150,410
+56,901
+61% +$2.65M 4.65% 7
2025
Q4
$4.35M Buy
+93,509
New +$4.37M 2.82% 11

Other funds holding IUSB

J.E. Simmons & Co's IUSB Position: Q2 2026 in Review

J.E. Simmons & Co increased its iShares Core Universal USD Bond ETF (IUSB) stake by 7% in Q2 2026, buying an estimated $482K and bringing the position to 160,869 shares worth $7.42M. The position accounts for 4.18% of the portfolio, ranked #7.

J.E. Simmons & Co first reported a position in IUSB in Q4 2025 and has held it in 3 quarters since. 856 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • J.E. Simmons & Co held 160,869 shares of iShares Core Universal USD Bond ETF worth $7.42M as of Q2 2026.
  • J.E. Simmons & Co bought 10,459 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $482K.
  • iShares Core Universal USD Bond ETF made up 4.18% of J.E. Simmons & Co's portfolio in Q2 2026, its #7 holding.
  • J.E. Simmons & Co first reported a position in iShares Core Universal USD Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 856 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on J.E. Simmons & Co's 13F filing for Q2 2026, filed 15 Jul 2026.