Kathmere Capital Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Kathmere Capital Management’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	$365K	Buy	7,910 +81	+1%	+$3.73K	0.02%	479
2026 Q1	$362K	Buy	7,829 +54	+0.7%	+$2.52K	0.02%	422
2025 Q4	$362K	Buy	7,775 +110	+1%	+$5.14K	0.02%	384
2025 Q3	$358K	Hold	7,665	–	–	0.03%	351
2025 Q2	$354K	Buy	+7,665	New	+$350K	0.03%	338

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Kathmere Capital Management's IUSB Position: Q2 2026 in Review

Kathmere Capital Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 1% in Q2 2026, buying an estimated $3.73K and bringing the position to 7,910 shares worth $365K. The position accounts for 0.02% of the portfolio, ranked #479.

Kathmere Capital Management first reported a position in IUSB in Q2 2025 and has held it in 5 quarters since. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Kathmere Capital Management held 7,910 shares of iShares Core Universal USD Bond ETF worth $365K as of Q2 2026.
Kathmere Capital Management bought 81 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $3.73K.
iShares Core Universal USD Bond ETF made up 0.02% of Kathmere Capital Management's portfolio in Q2 2026, its #479 holding.
Kathmere Capital Management first reported a position in iShares Core Universal USD Bond ETF in Q2 2025 and has held it in 5 quarters since.
855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.