KFI
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Key Financial Inc’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Key Financial Inc’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 		$128K Buy
2,768
+455
+20% +$21.2K 0.02% 364
2025
Q4 		$108K Buy
2,313
+982
+74% +$45.9K 0.02% 380
2025
Q3 		$62.1K Buy
1,331
+146
+12% +$6.75K 0.01% 477
2025
Q2 		$54.8K Buy
1,185
+275
+30% +$12.5K 0.01% 474
2025
Q1 		$41.9K Hold
910
– – 0.01% 506
2024
Q4 		$41.1K Buy
910
+217
+31% +$9.96K 0.01% 507
2024
Q3 		$32.7K Hold
693
– – 0.01% 553
2024
Q2 		$31.3K Hold
693
– – 0.01% 556
2024
Q1 		$31.6K Hold
693
– – 0.01% 519
2023
Q4 		$31.9K Hold
693
– – 0.01% 500
2023
Q3 		$30.3K Hold
693
– – 0.01% 486
2023
Q2 		$31.5K Buy
693
+360
+108% +$16.5K 0.01% 484
2023
Q1 		$15.4K Hold
333
– – 0.01% 592
2022
Q4 		$14.8K Hold
333
– – 0.01% 546
2022
Q3 		$15K Buy
333
+91
+38% +$4.25K 0.01% 550
2022
Q2 		$11K Hold
242
– – 0.01% 608
2022
Q1 		$12K Hold
242
– – 0.01% 589
2021
Q4 		$13K Hold
242
– – 0.01% 551
2021
Q3 		$13K Hold
242
– – 0.01% 529
2021
Q2 		$13K Buy
+242
New +$12.9K 0.01% 526

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

Key Financial Inc's IUSB Position: Q1 2026 in Review

Key Financial Inc increased its iShares Core Universal USD Bond ETF (IUSB) stake by 20% in Q1 2026, buying an estimated $21.2K and bringing the position to 2,768 shares worth $128K. The position accounts for 0.02% of the portfolio, ranked #364.

Key Financial Inc first reported a position in IUSB in Q2 2021 and has held it in 20 quarters since. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Key Financial Inc held 2,768 shares of iShares Core Universal USD Bond ETF worth $128K as of Q1 2026.
  • Key Financial Inc bought 455 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $21.2K.
  • iShares Core Universal USD Bond ETF made up 0.02% of Key Financial Inc's portfolio in Q1 2026, its #364 holding.
  • Key Financial Inc first reported a position in iShares Core Universal USD Bond ETF in Q2 2021 and has held it in 20 quarters since.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.