Kingdom Financial Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Kingdom Financial 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	$434K	Sell	9,394 -595	-6%	-$27.4K	0.11%	91
2026 Q1	$461K	Sell	9,989 -402	-4%	-$18.7K	0.13%	81
2025 Q4	$484K	Buy	+10,391	New	+$486K	0.15%	77
2025 Q2	–	Sell	-10,064	Closed	-$464K	–	64
2025 Q1	$464K	Sell	10,064 -1,568	-13%	-$71.5K	0.34%	28
2024 Q4	$526K	Sell	11,632 -2,188	-16%	-$100K	0.36%	27
2024 Q3	$651K	Buy	13,820 +709	+5%	+$32.9K	0.49%	25
2024 Q2	$593K	Sell	13,111 -879	-6%	-$39.5K	0.4%	26
2024 Q1	$638K	Buy	13,990 +7,378	+112%	+$336K	0.45%	27
2023 Q4	$305K	Sell	6,612 -258	-4%	-$11.4K	0.27%	58
2023 Q3	$300K	Sell	6,870 -2,140	-24%	-$95.7K	0.28%	56
2023 Q2	$410K	Buy	+9,010	New	+$412K	0.4%	39

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Kingdom Financial Group's IUSB Position: Q2 2026 in Review

Kingdom Financial Group reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 6% in Q2 2026, selling an estimated $27.4K and leaving 9,394 shares worth $434K. The position accounts for 0.11% of the portfolio, ranked #91.

Kingdom Financial Group first reported a position in IUSB in Q2 2023 and has held it in 11 quarters since. The position peaked at $651K in Q3 2024. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Kingdom Financial Group held 9,394 shares of iShares Core Universal USD Bond ETF worth $434K as of Q2 2026.
Kingdom Financial Group sold 595 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $27.4K.
iShares Core Universal USD Bond ETF made up 0.11% of Kingdom Financial Group's portfolio in Q2 2026, its #91 holding.
Kingdom Financial Group first reported a position in iShares Core Universal USD Bond ETF in Q2 2023 and has held it in 11 quarters since.
Kingdom Financial Group's iShares Core Universal USD Bond ETF position peaked at $651K in Q3 2024.
857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.