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
Q2 		$124K Sell
2,679
-89
-3% -$4.1K 0.02% 384
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 $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

Key Financial Inc's IUSB Position: Q2 2026 in Review

Key Financial Inc reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 3.2% in Q2 2026, selling an estimated $4.1K and leaving 2,679 shares worth $124K. The position accounts for 0.02% of the portfolio, ranked #384.

Key Financial Inc first reported a position in IUSB in Q2 2021 and has held it in 21 quarters since. The position peaked at $128K in Q1 2026. 859 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Key Financial Inc held 2,679 shares of iShares Core Universal USD Bond ETF worth $124K as of Q2 2026.
  • Key Financial Inc sold 89 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $4.1K.
  • iShares Core Universal USD Bond ETF made up 0.02% of Key Financial Inc's portfolio in Q2 2026, its #384 holding.
  • Key Financial Inc first reported a position in iShares Core Universal USD Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • Key Financial Inc's iShares Core Universal USD Bond ETF position peaked at $128K in Q1 2026.
  • 859 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.