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 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	Sell	4,222,690 -3,664,578	-46%	-$169M	5.29%	3
2025 Q2	$364M	Buy	7,887,268 +3,752,017	+91%	+$171M	5.61%	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 $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Kestra Investment Management's IUSB Position: Q1 2026 in Review

Kestra Investment Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 66% in Q1 2026, buying an estimated $142M and bringing the position to 7,645,647 shares worth $353M. The position accounts for 6.09% of the portfolio, ranked #3.

Kestra Investment Management first reported a position in IUSB in Q2 2024 and has held it in 8 quarters since. The position peaked at $364M in Q2 2025. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

Kestra Investment Management held 7,645,647 shares of iShares Core Universal USD Bond ETF worth $353M as of Q1 2026.
Kestra Investment Management bought 3,041,472 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $142M.
iShares Core Universal USD Bond ETF made up 6.09% of Kestra Investment Management's portfolio in Q1 2026, its #3 holding.
Kestra Investment Management first reported a position in iShares Core Universal USD Bond ETF in Q2 2024 and has held it in 8 quarters since.
Kestra Investment Management's iShares Core Universal USD Bond ETF position peaked at $364M in Q2 2025.
837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.