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Johnson Bixby & Associates’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Johnson Bixby & Associates’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 		$47.3M Buy
1,025,312
+50,788
+5% +$2.34M 5.28% 5
2026
Q1 		$45M Buy
974,524
+46,083
+5% +$2.15M 5.58% 6
2025
Q4 		$43.2M Buy
+928,441
New +$43.4M 5.36% 5

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

Johnson Bixby & Associates's IUSB Position: Q2 2026 in Review

Johnson Bixby & Associates increased its iShares Core Universal USD Bond ETF (IUSB) stake by 5.2% in Q2 2026, buying an estimated $2.34M and bringing the position to 1,025,312 shares worth $47.3M. The position accounts for 5.28% of the portfolio, ranked #5.

Johnson Bixby & Associates 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.

  • Johnson Bixby & Associates held 1,025,312 shares of iShares Core Universal USD Bond ETF worth $47.3M as of Q2 2026.
  • Johnson Bixby & Associates bought 50,788 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $2.34M.
  • iShares Core Universal USD Bond ETF made up 5.28% of Johnson Bixby & Associates's portfolio in Q2 2026, its #5 holding.
  • Johnson Bixby & Associates 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 Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.