J.M. Arbour
IUSB icon

J.M. Arbour’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

J.M. Arbour’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
Q3 		$9.7M Buy
220,375
+46,575
+27% +$2.11M 7.77% 1
2026
Q2 		$8.02M Buy
173,800
+43,498
+33% +$2.01M 6.91% 1
2026
Q1 		$6.02M Buy
130,302
+7,615
+6% +$355K 5.78% 1
2025
Q4 		$5.71M Buy
+122,687
New +$5.73M 5.7% 1

Other funds holding IUSB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

J.M. Arbour's IUSB Position: Q3 2026 in Review

J.M. Arbour increased its iShares Core Universal USD Bond ETF (IUSB) stake by 27% in Q3 2026, buying an estimated $2.11M and bringing the position to 220,375 shares worth $9.7M. The position accounts for 7.77% of the portfolio, ranked #1.

J.M. Arbour first reported a position in IUSB in Q4 2025 and has held it in 4 quarters since. 786 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • J.M. Arbour held 220,375 shares of iShares Core Universal USD Bond ETF worth $9.7M as of Q3 2026.
  • J.M. Arbour bought 46,575 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $2.11M.
  • iShares Core Universal USD Bond ETF made up 7.77% of J.M. Arbour's portfolio in Q3 2026, its #1 holding.
  • J.M. Arbour first reported a position in iShares Core Universal USD Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 786 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on J.M. Arbour's 13F filing for Q3 2026, filed 5 Nov 2026.