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

Kelly Financial Services’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 		$1.7M Buy
36,806
+7,576
+26% +$349K 0.36% 40
2026
Q1 		$1.35M Sell
29,230
-234
-0.8% -$10.9K 0.33% 42
2025
Q4 		$1.37M Sell
29,464
-101
-0.3% -$4.72K 0.34% 38
2025
Q3 		$1.38M Sell
29,565
-2,175
-7% -$101K 0.36% 36
2025
Q2 		$1.47M Sell
31,740
-3,783
-11% -$173K 0.43% 32
2025
Q1 		$1.64M Sell
35,523
-1,739
-5% -$79.3K 0.57% 28
2024
Q4 		$1.69M Sell
37,262
-2,560
-6% -$118K 0.61% 33
2024
Q3 		$1.88M Buy
39,822
+4,543
+13% +$211K 0.69% 28
2024
Q2 		$1.6M Sell
35,279
-621
-2% -$27.9K 0.57% 30
2024
Q1 		$1.64M Buy
35,900
+6,083
+20% +$277K 0.63% 27
2023
Q4 		$1.37M Sell
29,817
-5,086
-15% -$225K 0.56% 28
2023
Q3 		$1.53M Sell
34,903
-16,919
-33% -$756K 0.7% 26
2023
Q2 		$2.36M Buy
51,822
+17
+0% +$778 1.12% 16
2023
Q1 		$2.39M Buy
51,805
+11,797
+29% +$540K 1.21% 16
2022
Q4 		$1.8M Buy
40,008
+6,587
+20% +$295K 0.95% 19
2022
Q3 		$1.49M Sell
33,421
-676
-2% -$31.5K 0.87% 18
2022
Q2 		$1.6M Sell
34,097
-1,357
-4% -$64.5K 0.84% 20
2022
Q1 		$1.76M Buy
35,454
+7,641
+27% +$389K 0.79% 19
2021
Q4 		$1.47M Buy
27,813
+1,005
+4% +$53.3K 0.67% 18
2021
Q3 		$1.43M Sell
26,808
-1,238,946
-98% -$66.6M 0.8% 13
2021
Q2 		$23.7M Buy
1,265,754
+1,246,308
+6,409% +$66.2M 0.92% 12
2021
Q1 		$1.03M Buy
+19,446
New +$1.04M 0.64% 15

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
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Kelly Financial Services increased its iShares Core Universal USD Bond ETF (IUSB) stake by 26% in Q2 2026, buying an estimated $349K and bringing the position to 36,806 shares worth $1.7M. The position accounts for 0.36% of the portfolio, ranked #40.

Kelly Financial Services first reported a position in IUSB in Q1 2021 and has held it in 22 quarters since. The position peaked at $23.7M in Q2 2021. 374 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Kelly Financial Services held 36,806 shares of iShares Core Universal USD Bond ETF worth $1.7M as of Q2 2026.
  • Kelly Financial Services bought 7,576 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $349K.
  • iShares Core Universal USD Bond ETF made up 0.36% of Kelly Financial Services's portfolio in Q2 2026, its #40 holding.
  • Kelly Financial Services first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Kelly Financial Services's iShares Core Universal USD Bond ETF position peaked at $23.7M in Q2 2021.
  • 374 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

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