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

J. Mark Nickell & Co’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 		– Sell
-276,300
Closed -$12.8M – 36
2026
Q1 		$12.8M Buy
276,300
+25,903
+10% +$1.21M 11.53% 2
2025
Q4 		$11.7M Buy
+250,397
New +$11.7M 10.76% 3

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

J. Mark Nickell & Co's IUSB Position: Q2 2026 in Review

J. Mark Nickell & Co sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2026, closing a stake of 276,300 shares — an estimated $12.8M sold.

J. Mark Nickell & Co first reported a position in IUSB in Q4 2025 and held it in 2 quarters. The position peaked at $12.8M in Q1 2026. 856 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • J. Mark Nickell & Co reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2026 after selling out during the quarter.
  • J. Mark Nickell & Co sold 276,300 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $12.8M.
  • J. Mark Nickell & Co first reported a position in iShares Core Universal USD Bond ETF in Q4 2025 and held it in 2 quarters.
  • J. Mark Nickell & Co's iShares Core Universal USD Bond ETF position peaked at $12.8M in Q1 2026.
  • 856 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on J. Mark Nickell & Co's 13F filing for Q2 2026, filed 11 Aug 2026.