KFG
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Kelly Financial Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Kelly Financial Group’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 		$931K Buy
20,164
+264
+1% +$12.2K 0.21% 42
2026
Q1 		$919K Buy
19,900
+1,457
+8% +$67.9K 0.23% 36
2025
Q4 		$858K Sell
18,443
-1,028
-5% -$48.1K 0.22% 37
2025
Q3 		$909K Buy
19,471
+24
+0.1% +$1.11K 0.24% 36
2025
Q2 		$899K Sell
19,447
-2,378
-11% -$109K 0.26% 34
2025
Q1 		$1.01M Buy
21,825
+1,542
+8% +$70.3K 0.31% 39
2024
Q4 		$917K Buy
+20,283
New +$931K 0.33% 37

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

Kelly Financial Group's IUSB Position: Q2 2026 in Review

Kelly Financial Group increased its iShares Core Universal USD Bond ETF (IUSB) stake by 1.3% in Q2 2026, buying an estimated $12.2K and bringing the position to 20,164 shares worth $931K. The position accounts for 0.21% of the portfolio, ranked #42.

Kelly Financial Group first reported a position in IUSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.01M in Q1 2025. 852 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Kelly Financial Group held 20,164 shares of iShares Core Universal USD Bond ETF worth $931K as of Q2 2026.
  • Kelly Financial Group bought 264 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $12.2K.
  • iShares Core Universal USD Bond ETF made up 0.21% of Kelly Financial Group's portfolio in Q2 2026, its #42 holding.
  • Kelly Financial Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Kelly Financial Group's iShares Core Universal USD Bond ETF position peaked at $1.01M in Q1 2025.
  • 852 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Kelly Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.