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

Keystone Financial Services (Colorado)’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 		$29.5M Buy
640,210
+147,600
+30% +$6.81M 7.61% 2
2026
Q1 		$22.8M Sell
492,610
-5,636
-1% -$263K 6.68% 4
2025
Q4 		$23.2M Sell
498,246
-64,634
-11% -$3.02M 7% 3
2025
Q3 		$26.3M Buy
562,880
+1,570
+0.3% +$72.6K 8.15% 1
2025
Q2 		$25.9M Buy
561,310
+4,776
+0.9% +$218K 8.83% 1
2025
Q1 		$25.6M Sell
556,534
-113,611
-17% -$5.18M 9.77% 2
2024
Q4 		$30.3M Buy
670,145
+5,690
+0.9% +$261K 11.6% 2
2024
Q3 		$31.3M Buy
664,455
+104,803
+19% +$4.86M 12.14% 2
2024
Q2 		$25.3M Buy
559,652
+3,805
+0.7% +$171K 10.49% 2
2024
Q1 		$25.3M Buy
555,847
+170,699
+44% +$7.77M 11.05% 2
2023
Q4 		$17.7M Sell
385,148
-60,771
-14% -$2.69M 8.38% 2
2023
Q3 		$19.5M Sell
445,919
-30,788
-6% -$1.38M 10.32% 2
2023
Q2 		$21.7M Buy
476,707
+12,805
+3% +$586K 11.07% 2
2023
Q1 		$21.4M Buy
463,902
+17,624
+4% +$807K 11.47% 2
2022
Q4 		$20.7M Buy
446,278
+52,155
+13% +$2.33M 11.14% 3
2022
Q3 		$17.4M Buy
394,123
+82,623
+27% +$3.85M 10.11% 3
2022
Q2 		$14.8M Buy
311,500
+33,175
+12% +$1.58M 8.06% 3
2022
Q1 		$13.1M Buy
278,325
+68,690
+33% +$3.5M 7.56% 3
2021
Q4 		$11.1M Buy
+209,635
New +$11.1M 5.69% 5

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

Keystone Financial Services (Colorado)'s IUSB Position: Q2 2026 in Review

Keystone Financial Services (Colorado) increased its iShares Core Universal USD Bond ETF (IUSB) stake by 30% in Q2 2026, buying an estimated $6.81M and bringing the position to 640,210 shares worth $29.5M. The position accounts for 7.61% of the portfolio, ranked #2.

Keystone Financial Services (Colorado) first reported a position in IUSB in Q4 2021 and has held it in 19 quarters since. The position peaked at $31.3M in Q3 2024. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Keystone Financial Services (Colorado) held 640,210 shares of iShares Core Universal USD Bond ETF worth $29.5M as of Q2 2026.
  • Keystone Financial Services (Colorado) bought 147,600 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $6.81M.
  • iShares Core Universal USD Bond ETF made up 7.61% of Keystone Financial Services (Colorado)'s portfolio in Q2 2026, its #2 holding.
  • Keystone Financial Services (Colorado) first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Keystone Financial Services (Colorado)'s iShares Core Universal USD Bond ETF position peaked at $31.3M in Q3 2024.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.