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Kestra Advisory Services’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Kestra Advisory 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
Q1 		$59.2M Sell
1,281,107
-37,307
-3% -$1.74M 0.22% 81
2025
Q4 		$61.4M Buy
1,318,414
+93,300
+8% +$4.36M 0.25% 65
2025
Q3 		$57.2M Sell
1,225,114
-67,746
-5% -$3.13M 0.26% 68
2025
Q2 		$59.8M Sell
1,292,860
-42,966
-3% -$1.96M 0.29% 58
2025
Q1 		$61.6M Buy
1,335,826
+651,131
+95% +$29.7M 0.3% 47
2024
Q4 		$30.9M Sell
684,695
-42,717
-6% -$1.96M 0.17% 113
2024
Q3 		$34.3M Sell
727,412
-356,435
-33% -$16.5M 0.19% 111
2024
Q2 		$49M Buy
1,083,847
+350,874
+48% +$15.8M 0.27% 65
2024
Q1 		$33.4M Buy
732,973
+287,257
+64% +$13.1M 0.22% 84
2023
Q4 		$20.5M Sell
445,716
-422,378
-49% -$18.7M 0.17% 116
2023
Q3 		$37.9M Buy
868,094
+44,214
+5% +$1.98M 0.37% 42
2023
Q2 		$37.5M Buy
823,880
+507,899
+161% +$23.2M 0.38% 44
2023
Q1 		$14.6M Sell
315,981
-950,406
-75% -$43.5M 0.16% 143
2022
Q4 		$56.9M Buy
1,266,387
+327,116
+35% +$14.6M 0.51% 29
2022
Q3 		$41.8M Buy
939,271
+148,475
+19% +$6.93M 0.45% 34
2022
Q2 		$37M Buy
790,796
+60,817
+8% +$2.89M 0.38% 44
2022
Q1 		$36.2M Buy
729,979
+276,583
+61% +$14.1M 0.38% 48
2021
Q4 		$24M Sell
453,396
-52,992
-10% -$2.81M 0.24% 85
2021
Q3 		$27M Buy
506,388
+59,281
+13% +$3.18M 0.27% 83
2021
Q2 		$23.9M Buy
447,107
+112,295
+34% +$5.96M 0.27% 77
2021
Q1 		$17.7M Buy
334,812
+300,200
+867% +$16.1M 0.22% 106
2020
Q4 		$1.89M Buy
34,612
+22,034
+175% +$1.2M 0.02% 614
2020
Q3 		$684K Buy
+12,578
New +$687K 0.01% 749

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Kestra Advisory Services's IUSB Position: Q1 2026 in Review

Kestra Advisory Services reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 2.8% in Q1 2026, selling an estimated $1.74M and leaving 1,281,107 shares worth $59.2M. The position accounts for 0.22% of the portfolio, ranked #81.

Kestra Advisory Services first reported a position in IUSB in Q3 2020 and has held it in 23 quarters since. The position peaked at $61.6M in Q1 2025. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Kestra Advisory Services held 1,281,107 shares of iShares Core Universal USD Bond ETF worth $59.2M as of Q1 2026.
  • Kestra Advisory Services sold 37,307 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $1.74M.
  • iShares Core Universal USD Bond ETF made up 0.22% of Kestra Advisory Services's portfolio in Q1 2026, its #81 holding.
  • Kestra Advisory Services first reported a position in iShares Core Universal USD Bond ETF in Q3 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's iShares Core Universal USD Bond ETF position peaked at $61.6M in Q1 2025.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.