Kestra Investment Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Kestra Investment Management’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	$246M	Sell	5,336,406 -2,309,241	-30%	-$106M	4.77%	4
2026 Q1	$353M	Buy	7,645,647 +3,041,472	+66%	+$142M	6.09%	3
2025 Q4	$214M	Buy	4,604,175 +381,485	+9%	+$17.8M	5.24%	3
2025 Q3	$197M	Buy	4,222,690 +470,673	+13%	+$21.8M	5.29%	3
2025 Q2	$173M	Sell	3,752,017 -383,234	-9%	-$17.5M	5.26%	3
2025 Q1	$191M	Sell	4,135,251 -18,275	-0.4%	-$833K	5.97%	2
2024 Q4	$188M	Sell	4,153,526 -467,061	-10%	-$21.4M	7.38%	3
2024 Q3	$218M	Buy	4,620,587 +1,773,270	+62%	+$82.3M	9.35%	2
2024 Q2	$129M	Buy	+2,847,317	New	+$128M	8.77%	2

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Kestra Investment Management's IUSB Position: Q2 2026 in Review

Kestra Investment Management reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 30% in Q2 2026, selling an estimated $106M and leaving 5,336,406 shares worth $246M. The position accounts for 4.77% of the portfolio, ranked #4.

Kestra Investment Management first reported a position in IUSB in Q2 2024 and has held it in 9 quarters since. The position peaked at $353M in Q1 2026. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Kestra Investment Management held 5,336,406 shares of iShares Core Universal USD Bond ETF worth $246M as of Q2 2026.
Kestra Investment Management sold 2,309,241 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $106M.
iShares Core Universal USD Bond ETF made up 4.77% of Kestra Investment Management's portfolio in Q2 2026, its #4 holding.
Kestra Investment Management first reported a position in iShares Core Universal USD Bond ETF in Q2 2024 and has held it in 9 quarters since.
Kestra Investment Management's iShares Core Universal USD Bond ETF position peaked at $353M in Q1 2026.
857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.