Janney Montgomery Scott
IUSB icon

Janney Montgomery Scott’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Janney Montgomery Scott’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 		$488M Buy
10,566,952
+2,853,465
+37% +$132M 0.94% 13
2026
Q1 		$356M Buy
7,713,487
+618,614
+9% +$28.8M 0.88% 13
2025
Q4 		$330M Sell
7,094,873
-192,458
-3% -$9M 0.76% 19
2025
Q3 		$340M Sell
7,287,331
-997,185
-12% -$46.1M 0.81% 18
2025
Q2 		$383M Sell
8,284,516
-344,495
-4% -$15.7M 1% 14
2025
Q1 		$398M Buy
8,629,011
+115,838
+1% +$5.28M 1.13% 10
2024
Q4 		$385M Sell
8,513,173
-1,173,849
-12% -$53.9M 1.07% 12
2024
Q3 		$456M Buy
9,687,022
+1,484,171
+18% +$68.9M 1.27% 8
2024
Q2 		$371M Buy
8,202,851
+119,547
+1% +$5.38M 1.13% 8
2024
Q1 		$369M Buy
8,083,304
+2,160,414
+36% +$98.3M 1.1% 9
2023
Q4 		$273M Sell
5,922,890
-452,326
-7% -$20M 0.89% 13
2023
Q3 		$279M Sell
6,375,216
-217,141
-3% -$9.71M 1.04% 10
2023
Q2 		$300M Sell
6,592,357
-6,199
-0.1% -$284K 1.05% 10
2023
Q1 		$305M Buy
6,598,556
+1,048,376
+19% +$48M 1.24% 6
2022
Q4 		$249M Buy
5,550,180
+712,956
+15% +$31.9M 0.97% 8
2022
Q3 		$215M Sell
4,837,224
-28,177
-0.6% -$1.31M 0.92% 14
2022
Q2 		$228M Buy
4,865,401
+32,620
+0.7% +$1.55M 1.03% 10
2022
Q1 		$240M Buy
4,832,781
+1,041,979
+27% +$53.1M 1.03% 12
2021
Q4 		$201M Buy
3,790,802
+126,576
+3% +$6.71M 0.78% 18
2021
Q3 		$195M Buy
3,664,226
+206,262
+6% +$11.1M 0.83% 15
2021
Q2 		$185M Buy
3,457,964
+569,215
+20% +$30.2M 0.82% 16
2021
Q1 		$152M Buy
+2,888,749
New +$155M 0.74% 21

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

Janney Montgomery Scott's IUSB Position: Q2 2026 in Review

Janney Montgomery Scott increased its iShares Core Universal USD Bond ETF (IUSB) stake by 37% in Q2 2026, buying an estimated $132M and bringing the position to 10,566,952 shares worth $488M. The position accounts for 0.94% of the portfolio, ranked #13.

Janney Montgomery Scott first reported a position in IUSB in Q1 2021 and has held it in 22 quarters since. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Janney Montgomery Scott held 10,566,952 shares of iShares Core Universal USD Bond ETF worth $488M as of Q2 2026.
  • Janney Montgomery Scott bought 2,853,465 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $132M.
  • iShares Core Universal USD Bond ETF made up 0.94% of Janney Montgomery Scott's portfolio in Q2 2026, its #13 holding.
  • Janney Montgomery Scott first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.