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Keystone Wealth Services’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Keystone Wealth Services’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 		$1.07M Sell
23,112
-2,732
-11% -$126K 0.2% 118
2026
Q1 		$1.19M Buy
25,844
+3,462
+15% +$161K 0.26% 102
2025
Q4 		$1.04M Buy
22,382
+2,499
+13% +$117K 0.22% 87
2025
Q3 		$929K Sell
19,883
-66,699
-77% -$3.08M 0.2% 117
2025
Q2 		$4M Sell
86,582
-352
-0.4% -$16.1K 0.97% 21
2025
Q1 		$4.01M Sell
86,934
-4,732
-5% -$216K 1.08% 19
2024
Q4 		$4.14M Sell
91,666
-2,051
-2% -$94.1K 1.1% 20
2024
Q3 		$4.42M Buy
93,717
+163
+0.2% +$7.56K 1.22% 17
2024
Q2 		$4.23M Buy
93,554
+407
+0.4% +$18.3K 1.32% 16
2024
Q1 		$4.25M Buy
93,147
+3,775
+4% +$172K 1.38% 15
2023
Q4 		$4.12M Sell
89,372
-30,467
-25% -$1.35M 1.41% 17
2023
Q3 		$5.24M Sell
119,839
-98,274
-45% -$4.39M 1.99% 10
2023
Q2 		$9.92M Buy
218,113
+45,292
+26% +$2.07M 3.71% 4
2023
Q1 		$7.98M Buy
172,821
+4,077
+2% +$187K 3.26% 4
2022
Q4 		$7.58M Buy
168,744
+18,398
+12% +$823K 3.31% 4
2022
Q3 		$6.69M Buy
150,346
+4,455
+3% +$208K 3.16% 6
2022
Q2 		$6.83M Buy
145,891
+4,835
+3% +$230K 3.06% 7
2022
Q1 		$7M Buy
141,056
+28,217
+25% +$1.44M 2.78% 6
2021
Q4 		$5.97M Buy
+112,839
New +$5.98M 2.42% 8

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 Wealth Services's IUSB Position: Q2 2026 in Review

Keystone Wealth Services reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 11% in Q2 2026, selling an estimated $126K and leaving 23,112 shares worth $1.07M. The position accounts for 0.2% of the portfolio, ranked #118.

Keystone Wealth Services first reported a position in IUSB in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.92M in Q2 2023. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Keystone Wealth Services held 23,112 shares of iShares Core Universal USD Bond ETF worth $1.07M as of Q2 2026.
  • Keystone Wealth Services sold 2,732 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $126K.
  • iShares Core Universal USD Bond ETF made up 0.2% of Keystone Wealth Services's portfolio in Q2 2026, its #118 holding.
  • Keystone Wealth Services first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Keystone Wealth Services's iShares Core Universal USD Bond ETF position peaked at $9.92M in Q2 2023.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.