JY
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Jeff Yass’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Jeff Yass’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
2023
Q3 		– Sell
-8,900
Closed -$405K – 12464
2023
Q2 		$405K Sell
8,900
-800
-8% -$36.6K ﹤0.01% 8802
2023
Q1 		$448K Buy
9,700
+4,200
+76% +$192K ﹤0.01% 8835
2022
Q4 		$247K Sell
5,500
-300
-5% -$13.4K ﹤0.01% 9583
2022
Q3 		$258K Buy
+5,800
New +$271K ﹤0.01% 10190

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

Jeff Yass's IUSB Position: Q2 2026 in Review

Jeff Yass opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q2 2026: 342,279 shares worth $15.8M. The stake represents ﹤0.01% of the portfolio and ranks #2730 among its holdings. This is a return to the name: Jeff Yass previously reported a position in IUSB as recently as Q3 2025.

Jeff Yass first reported a position in IUSB in Q1 2015 and has held it in 23 quarters since. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Jeff Yass held 342,279 shares of iShares Core Universal USD Bond ETF worth $15.8M as of Q2 2026.
  • iShares Core Universal USD Bond ETF was a new Jeff Yass position in Q2 2026.
  • iShares Core Universal USD Bond ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #2730 holding.
  • Jeff Yass first reported a position in iShares Core Universal USD Bond ETF in Q1 2015 and has held it in 23 quarters since.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.