JF
IUSB icon

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

Joule Financial’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 		$1.29M Buy
28,030
+3,770
+16% +$174K 0.35% 37
2026
Q1 		$1.12M Buy
+24,260
New +$1.13M 0.33% 35

Other funds holding IUSB

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Joule Financial's IUSB Position: Q2 2026 in Review

Joule Financial increased its iShares Core Universal USD Bond ETF (IUSB) stake by 16% in Q2 2026, buying an estimated $174K and bringing the position to 28,030 shares worth $1.29M. The position accounts for 0.35% of the portfolio, ranked #37.

Joule Financial first reported a position in IUSB in Q1 2026 and has held it in 2 quarters since. 298 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Joule Financial held 28,030 shares of iShares Core Universal USD Bond ETF worth $1.29M as of Q2 2026.
  • Joule Financial bought 3,770 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $174K.
  • iShares Core Universal USD Bond ETF made up 0.35% of Joule Financial's portfolio in Q2 2026, its #37 holding.
  • Joule Financial first reported a position in iShares Core Universal USD Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 298 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.