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Keebeck Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Keebeck Wealth 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 		$6.94M Sell
150,425
-1,872
-1% -$86.3K 0.68% 35
2026
Q1 		$7.03M Buy
152,297
+109,672
+257% +$5.11M 0.79% 29
2025
Q4 		$1.98M Buy
42,625
+1,698
+4% +$79.4K 0.23% 108
2025
Q3 		$1.91M Buy
40,927
+3,605
+10% +$167K 0.23% 109
2025
Q2 		$1.73M Sell
37,322
-100,484
-73% -$4.59M 0.23% 109
2025
Q1 		$6.35M Buy
137,806
+44,168
+47% +$2.01M 0.94% 22
2024
Q4 		$4.23M Sell
93,638
-7,463
-7% -$343K 0.61% 48
2024
Q3 		$4.76M Buy
101,101
+30,106
+42% +$1.4M 0.69% 43
2024
Q2 		$3.21M Buy
70,995
+486
+0.7% +$21.9K 0.47% 64
2024
Q1 		$3.21M Buy
70,509
+24,963
+55% +$1.14M 0.47% 61
2023
Q4 		$2.1M Sell
45,546
-7,348
-14% -$325K 0.35% 78
2023
Q3 		$2.31M Sell
52,894
-130
-0.2% -$5.81K 0.4% 69
2023
Q2 		$2.41M Sell
53,024
-786
-1% -$36K 0.33% 73
2023
Q1 		$2.48M Buy
53,810
+14,000
+35% +$641K 0.4% 66
2022
Q4 		$1.79M Buy
39,810
+7,936
+25% +$355K 0.31% 77
2022
Q3 		$1.42M Buy
31,874
+5,063
+19% +$236K 0.27% 86
2022
Q2 		$1.25M Buy
26,811
+10,356
+63% +$492K 0.24% 95
2022
Q1 		$817K Buy
+16,455
New +$839K 0.14% 125

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

Keebeck Wealth Management's IUSB Position: Q2 2026 in Review

Keebeck Wealth Management reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 1.2% in Q2 2026, selling an estimated $86.3K and leaving 150,425 shares worth $6.94M. The position accounts for 0.68% of the portfolio, ranked #35.

Keebeck Wealth Management first reported a position in IUSB in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.03M in Q1 2026. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Keebeck Wealth Management held 150,425 shares of iShares Core Universal USD Bond ETF worth $6.94M as of Q2 2026.
  • Keebeck Wealth Management sold 1,872 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $86.3K.
  • iShares Core Universal USD Bond ETF made up 0.68% of Keebeck Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Keebeck Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Keebeck Wealth Management's iShares Core Universal USD Bond ETF position peaked at $7.03M in Q1 2026.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.