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Keystone Financial Group (Kentucky)’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Keystone Financial Group (Kentucky)’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 		$397K Buy
8,605
+30
+0.3% +$1.38K 0.02% 372
2026
Q1 		$396K Buy
8,575
+1,235
+17% +$57.6K 0.03% 340
2025
Q4 		$342K Buy
7,340
+20
+0.3% +$935 0.03% 325
2025
Q3 		$342K Buy
7,320
+1,096
+18% +$50.7K 0.03% 300
2025
Q2 		$288K Sell
6,224
-1,066
-15% -$48.6K 0.03% 329
2025
Q1 		$336K Sell
7,290
-1,623
-18% -$74K 0.03% 270
2024
Q4 		$545K Buy
8,913
+1,224
+16% +$56.2K 0.05% 199
2024
Q3 		$362K Buy
+7,689
New +$357K 0.05% 249
2024
Q2 		– Sell
-8,099
Closed -$369K – 228
2024
Q1 		$369K Sell
8,099
-7
-0.1% -$319 0.05% 222
2023
Q4 		$373K Sell
8,106
-433
-5% -$19.1K 0.06% 186
2023
Q3 		$373K Sell
8,539
-1,938
-18% -$86.6K 0.06% 189
2023
Q2 		$476K Buy
+10,477
New +$479K 0.08% 160
2022
Q4 		$678K Sell
15,084
-803
-5% -$35.9K 0.13% 120
2022
Q3 		$707K Sell
15,887
-1,131
-7% -$52.8K 0.14% 117
2022
Q2 		$797K Sell
17,018
-499
-3% -$23.7K 0.16% 111
2022
Q1 		$869K Sell
17,517
-481
-3% -$24.5K 0.15% 112
2021
Q4 		$953K Buy
17,998
+1,902
+12% +$101K 0.16% 111
2021
Q3 		$857K Buy
16,096
+1,344
+9% +$72.2K 0.16% 118
2021
Q2 		$789K Buy
14,752
+1,961
+15% +$104K 0.14% 128
2021
Q1 		$675K Sell
12,791
-441
-3% -$23.6K 0.13% 134
2020
Q4 		$722K Buy
13,232
+33
+0.3% +$1.79K 0.15% 123
2020
Q3 		$718K Buy
13,199
+516
+4% +$28.2K 0.18% 113
2020
Q2 		$689K Buy
12,683
+513
+4% +$27.5K 0.19% 111
2020
Q1 		$639K Buy
12,170
+1,450
+14% +$76.1K 0.21% 103
2019
Q4 		$559K Buy
10,720
+322
+3% +$16.8K 0.15% 120
2019
Q3 		$545K Sell
10,398
-71
-0.7% -$3.7K 0.17% 113
2019
Q2 		$541K Sell
10,469
-492
-4% -$25K 0.18% 116
2019
Q1 		$555K Buy
10,961
+20
+0.2% +$995 0.2% 112
2018
Q4 		$539K Sell
10,941
-329
-3% -$16K 0.24% 105
2018
Q3 		$552K Sell
11,270
-558
-5% -$27.5K 0.23% 111
2018
Q2 		$582K Buy
11,828
+80
+0.7% +$3.95K 0.32% 84
2018
Q1 		$586K Buy
+11,748
New +$588K 0.33% 79

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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 19.28% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s IUSB Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its iShares Core Universal USD Bond ETF (IUSB) stake by 0.35% in Q2 2026, buying an estimated $1.38K and bringing the position to 8,605 shares worth $397K. The position accounts for 0.02% of the portfolio, ranked #372.

Keystone Financial Group (Kentucky) first reported a position in IUSB in Q1 2018 and has held it in 32 quarters since. The position peaked at $953K in Q4 2021. 861 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 8,605 shares of iShares Core Universal USD Bond ETF worth $397K as of Q2 2026.
  • Keystone Financial Group (Kentucky) bought 30 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $1.38K.
  • iShares Core Universal USD Bond ETF made up 0.02% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #372 holding.
  • Keystone Financial Group (Kentucky) first reported a position in iShares Core Universal USD Bond ETF in Q1 2018 and has held it in 32 quarters since.
  • Keystone Financial Group (Kentucky)'s iShares Core Universal USD Bond ETF position peaked at $953K in Q4 2021.
  • 861 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.