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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
Q2 		$62.5M Buy
1,354,854
+73,747
+6% +$3.4M 0.2% 97
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 $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

Kestra Advisory Services's IUSB Position: Q2 2026 in Review

Kestra Advisory Services increased its iShares Core Universal USD Bond ETF (IUSB) stake by 5.8% in Q2 2026, buying an estimated $3.4M and bringing the position to 1,354,854 shares worth $62.5M. The position accounts for 0.2% of the portfolio, ranked #97.

Kestra Advisory Services first reported a position in IUSB in Q3 2020 and has held it in 24 quarters since. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Kestra Advisory Services held 1,354,854 shares of iShares Core Universal USD Bond ETF worth $62.5M as of Q2 2026.
  • Kestra Advisory Services bought 73,747 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $3.4M.
  • iShares Core Universal USD Bond ETF made up 0.2% of Kestra Advisory Services's portfolio in Q2 2026, its #97 holding.
  • Kestra Advisory Services first reported a position in iShares Core Universal USD Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.