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KFA Private Wealth Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

KFA Private Wealth Group’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 		$3.06M Sell
66,258
-13,079
-16% -$603K 0.74% 26
2026
Q1 		$3.66M Buy
79,337
+5,132
+7% +$239K 0.88% 22
2025
Q4 		$3.45M Buy
74,205
+19,229
+35% +$899K 0.84% 24
2025
Q3 		$2.57M Buy
54,976
+1,267
+2% +$58.6K 0.73% 25
2025
Q2 		$2.48M Sell
53,709
-2,020
-4% -$92.2K 0.77% 25
2025
Q1 		$2.57M Buy
55,729
+5,497
+11% +$251K 0.9% 22
2024
Q4 		$2.27M Sell
50,232
-1,828
-4% -$83.9K 0.95% 24
2024
Q3 		$2.45M Sell
52,060
-4,575
-8% -$212K 1.17% 21
2024
Q2 		$2.56M Sell
56,635
-14,059
-20% -$632K 1.33% 19
2024
Q1 		$3.22M Buy
70,694
+10,221
+17% +$465K 1% 18
2023
Q4 		$2.79M Buy
60,473
+8,317
+16% +$368K 1% 18
2023
Q3 		$2.28M Sell
52,156
-35
-0.1% -$1.56K 0.95% 17
2023
Q2 		$2.37M Buy
52,191
+2,320
+5% +$106K 0.98% 17
2023
Q1 		$2.3M Buy
49,871
+1,978
+4% +$90.5K 1.05% 17
2022
Q4 		$2.15M Sell
47,893
-6,248
-12% -$279K 1.1% 16
2022
Q3 		$2.41M Sell
54,141
-4,749
-8% -$222K 1.28% 17
2022
Q2 		$2.76M Buy
58,890
+3,061
+5% +$145K 1.52% 14
2022
Q1 		$2.77M Sell
55,829
-2,104
-4% -$107K 1.39% 17
2021
Q4 		$3.07M Sell
57,933
-472
-0.8% -$25K 1.52% 15
2021
Q3 		$3.11M Buy
58,405
+1,449
+3% +$77.8K 1.7% 14
2021
Q2 		$3.05M Buy
56,956
+2,233
+4% +$119K 1.66% 14
2021
Q1 		$2.89M Buy
54,723
+3,581
+7% +$192K 1.68% 15
2020
Q4 		$2.79M Buy
51,142
+1,750
+4% +$95.1K 1.77% 16
2020
Q3 		$2.69M Buy
49,392
+24,183
+96% +$1.32M 2.01% 14
2020
Q2 		$1.37M Buy
+25,209
New +$1.35M 1.32% 15
2020
Q1 		– Sell
-41,569
Closed -$2.17M – 53
2019
Q4 		$2.17M Buy
+41,569
New +$2.17M 1.99% 10

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

KFA Private Wealth Group's IUSB Position: Q2 2026 in Review

KFA Private Wealth Group reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 16% in Q2 2026, selling an estimated $603K and leaving 66,258 shares worth $3.06M. The position accounts for 0.74% of the portfolio, ranked #26.

KFA Private Wealth Group first reported a position in IUSB in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.66M in Q1 2026. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • KFA Private Wealth Group held 66,258 shares of iShares Core Universal USD Bond ETF worth $3.06M as of Q2 2026.
  • KFA Private Wealth Group sold 13,079 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $603K.
  • iShares Core Universal USD Bond ETF made up 0.74% of KFA Private Wealth Group's portfolio in Q2 2026, its #26 holding.
  • KFA Private Wealth Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • KFA Private Wealth Group's iShares Core Universal USD Bond ETF position peaked at $3.66M in Q1 2026.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.