Kelly Financial Services
IUSB icon

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
Q3 		$2.15M Buy
48,673
+11,867
+32% +$538K 0.46% 38
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 Buy
26,808
+3,145
+13% +$169K 0.8% 13
2021
Q2 		$1.27M Buy
23,663
+4,217
+22% +$224K 0.72% 13
2021
Q1 		$1.03M Buy
+19,446
New +$1.04M 0.64% 15

Other funds holding IUSB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Kelly Financial Services's IUSB Position: Q3 2026 in Review

Kelly Financial Services increased its iShares Core Universal USD Bond ETF (IUSB) stake by 32% in Q3 2026, buying an estimated $538K and bringing the position to 48,673 shares worth $2.15M. The position accounts for 0.46% of the portfolio, ranked #38.

Kelly Financial Services first reported a position in IUSB in Q1 2021 and has held it in 23 quarters since. The position peaked at $2.39M in Q1 2023. 786 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • Kelly Financial Services held 48,673 shares of iShares Core Universal USD Bond ETF worth $2.15M as of Q3 2026.
  • Kelly Financial Services bought 11,867 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $538K.
  • iShares Core Universal USD Bond ETF made up 0.46% of Kelly Financial Services's portfolio in Q3 2026, its #38 holding.
  • Kelly Financial Services first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 23 quarters since.
  • Kelly Financial Services's iShares Core Universal USD Bond ETF position peaked at $2.39M in Q1 2023.
  • 786 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Kelly Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.