JT Stratford LLC
IUSB icon

JT Stratford LLC’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

JT Stratford LLC’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 		$44.3M Buy
959,075
+220,755
+30% +$10.2M 4.85% 2
2026
Q1 		$34.1M Sell
738,320
-82,920
-10% -$3.86M 4.34% 2
2025
Q4 		$38.2M Buy
821,240
+461,767
+128% +$21.6M 4.91% 2
2025
Q3 		$16.8M Buy
359,473
+304,406
+553% +$14.1M 2.25% 7
2025
Q2 		$2.55M Sell
55,067
-2,994
-5% -$137K 0.39% 51
2025
Q1 		$2.68M Buy
58,061
+12,651
+28% +$577K 0.47% 39
2024
Q4 		$2.05M Sell
45,410
-6,018
-12% -$276K 0.34% 65
2024
Q3 		$2.42M Buy
51,428
+4,602
+10% +$214K 0.41% 48
2024
Q2 		$2.12M Buy
46,826
+222
+0.5% +$10K 0.39% 57
2024
Q1 		$2.12M Buy
46,604
+35,818
+332% +$1.63M 0.42% 57
2023
Q4 		$497K Sell
10,786
-26,218
-71% -$1.16M 0.11% 180
2023
Q3 		$1.62M Buy
37,004
+1,223
+3% +$54.7K 0.42% 61
2023
Q2 		$1.63M Hold
35,781
– – 0.44% 64
2023
Q1 		$1.65M Buy
35,781
+8,109
+29% +$371K 0.47% 57
2022
Q4 		$1.24M Buy
+27,672
New +$1.24M 0.4% 68

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 1-Year Est. Return

JT Stratford LLC's IUSB Position: Q2 2026 in Review

JT Stratford LLC increased its iShares Core Universal USD Bond ETF (IUSB) stake by 30% in Q2 2026, buying an estimated $10.2M and bringing the position to 959,075 shares worth $44.3M. The position accounts for 4.85% of the portfolio, ranked #2.

JT Stratford LLC first reported a position in IUSB in Q4 2022 and has held it in 15 quarters since. 862 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • JT Stratford LLC held 959,075 shares of iShares Core Universal USD Bond ETF worth $44.3M as of Q2 2026.
  • JT Stratford LLC bought 220,755 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $10.2M.
  • iShares Core Universal USD Bond ETF made up 4.85% of JT Stratford LLC's portfolio in Q2 2026, its #2 holding.
  • JT Stratford LLC first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 862 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on JT Stratford LLC's 13F filing for Q2 2026, filed 14 Aug 2026.