Jones Financial Companies
IUSB icon

Jones Financial Companies’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Jones Financial Companies’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 		$4.05B Buy
87,505,839
+7,918,948
+10% +$365M 1.62% 12
2026
Q1 		$3.65B Buy
79,586,891
+3,022,787
+4% +$141M 1.75% 12
2025
Q4 		$3.56B Buy
76,564,104
+5,199,995
+7% +$243M 2.17% 12
2025
Q3 		$3.33B Buy
71,364,109
+4,589,650
+7% +$212M 2.27% 12
2025
Q2 		$3.08B Buy
66,774,459
+4,392,318
+7% +$200M 2.33% 12
2025
Q1 		$2.87B Buy
62,382,141
+1,856,559
+3% +$84.6M 2.57% 11
2024
Q4 		$2.74B Buy
60,525,582
+6,586,279
+12% +$302M 2.6% 12
2024
Q3 		$2.55B Buy
53,939,303
+1,957,440
+4% +$90.8M 2.61% 12
2024
Q2 		$2.35B Buy
51,981,863
+2,481,294
+5% +$112M 2.72% 12
2024
Q1 		$2.26B Buy
49,500,569
+1,635,629
+3% +$74.4M 3.08% 10
2023
Q4 		$2.21B Buy
47,864,940
+23,039,032
+93% +$1.02B 3.32% 9
2023
Q3 		$1.09B Buy
24,825,908
+657,711
+3% +$29.4M 1.78% 18
2023
Q2 		$1.1B Buy
24,168,197
+734,275
+3% +$33.6M 1.75% 18
2023
Q1 		$1.08B Buy
23,433,922
+178,370
+0.8% +$8.16M 1.78% 19
2022
Q4 		$1.04B Buy
23,255,552
+411,885
+2% +$18.4M 1.82% 17
2022
Q3 		$1.02B Sell
22,843,667
-122,798
-0.5% -$5.73M 1.86% 19
2022
Q2 		$1.07B Buy
22,966,465
+508,253
+2% +$24.2M 1.82% 19
2022
Q1 		$1.1B Buy
22,458,212
+2,512,565
+13% +$128M 1.64% 16
2021
Q4 		$1.06B Buy
19,945,647
+655,810
+3% +$34.8M 1.49% 19
2021
Q3 		$1.03B Buy
19,289,837
+501,530
+3% +$26.9M 1.53% 19
2021
Q2 		$1B Buy
18,788,307
+563,086
+3% +$29.9M 1.54% 20
2021
Q1 		$962M Buy
18,225,221
+14,955,945
+457% +$801M 1.59% 19
2020
Q4 		$178M Buy
3,269,276
+200,636
+7% +$10.9M 0.33% 30
2020
Q3 		$167M Buy
3,068,640
+280,536
+10% +$15.3M 0.35% 31
2020
Q2 		$151M Sell
2,788,104
-8,220
-0.3% -$441K 0.33% 31
2020
Q1 		$146M Sell
2,796,324
-14,763
-0.5% -$775K 0.35% 31
2019
Q4 		$146M Buy
2,811,087
+134,106
+5% +$7M 0.29% 34
2019
Q3 		$140M Buy
2,676,981
+79,136
+3% +$4.12M 0.31% 34
2019
Q2 		$134M Buy
2,597,845
+77,617
+3% +$3.94M 0.3% 34
2019
Q1 		$128M Buy
2,520,228
+21,435
+0.9% +$1.07M 0.29% 34
2018
Q4 		$123M Buy
2,498,793
+82,148
+3% +$4M 0.31% 31
2018
Q3 		$119M Buy
2,416,645
+18,988
+0.8% +$937K 0.27% 32
2018
Q2 		$118M Buy
2,397,657
+47,940
+2% +$2.37M 0.28% 35
2018
Q1 		$117M Buy
2,349,717
+121,603
+5% +$6.09M 0.28% 33
2017
Q4 		$113M Buy
2,228,114
+137,164
+7% +$6.98M 0.28% 33
2017
Q3 		$107M Buy
2,090,950
+94,983
+5% +$4.85M 0.29% 33
2017
Q2 		$102M Buy
1,995,967
+86,547
+5% +$4.4M 0.3% 33
2017
Q1 		$96.5M Buy
+1,909,420
New +$96M 0.31% 32

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jones Financial Companies's IUSB Position: Q2 2026 in Review

Jones Financial Companies increased its iShares Core Universal USD Bond ETF (IUSB) stake by 10% in Q2 2026, buying an estimated $365M and bringing the position to 87,505,839 shares worth $4.05B. The position accounts for 1.62% of the portfolio, ranked #12.

Jones Financial Companies first reported a position in IUSB in Q1 2017 and has held it in 38 quarters since. 856 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Jones Financial Companies held 87,505,839 shares of iShares Core Universal USD Bond ETF worth $4.05B as of Q2 2026.
  • Jones Financial Companies bought 7,918,948 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $365M.
  • iShares Core Universal USD Bond ETF made up 1.62% of Jones Financial Companies's portfolio in Q2 2026, its #12 holding.
  • Jones Financial Companies first reported a position in iShares Core Universal USD Bond ETF in Q1 2017 and has held it in 38 quarters since.
  • 856 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.