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Kingsview Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Kingsview Wealth Management’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 		$1.6M Sell
34,605
-92,609
-73% -$4.27M 0.02% 607
2026
Q1 		$5.88M Sell
127,214
-123,813
-49% -$5.77M 0.08% 270
2025
Q4 		$11.7M Buy
251,027
+11,518
+5% +$538K 0.17% 112
2025
Q3 		$11.2M Buy
239,509
+222,974
+1,348% +$10.3M 0.17% 111
2025
Q2 		$764K Sell
16,535
-3,534
-18% -$161K 0.01% 650
2025
Q1 		$925K Sell
20,069
-4,775
-19% -$218K 0.02% 563
2024
Q4 		$1.12M Buy
24,844
+9,986
+67% +$458K 0.02% 516
2024
Q3 		$700K Buy
14,858
+8,094
+120% +$376K 0.01% 618
2024
Q2 		$306K Buy
6,764
+1,579
+30% +$71K 0.01% 828
2024
Q1 		$236K Sell
5,185
-921
-15% -$41.9K 0.01% 911
2023
Q4 		$281K Sell
6,106
-7,775
-56% -$344K 0.01% 789
2023
Q3 		$607K Buy
13,881
+5,285
+61% +$236K 0.02% 563
2023
Q2 		$391K Buy
8,596
+1,467
+21% +$67.1K 0.02% 657
2023
Q1 		$329K Sell
7,129
-1,772
-20% -$81.1K 0.01% 684
2022
Q4 		$400K Buy
8,901
+956
+12% +$42.8K 0.02% 576
2022
Q3 		$354K Buy
7,945
+330
+4% +$15.4K 0.02% 593
2022
Q2 		$357K Buy
+7,615
New +$362K 0.02% 608
2022
Q1 		– Sell
-4,388
Closed -$232K – 938
2021
Q4 		$232K Buy
+4,388
New +$233K 0.01% 820
2021
Q3 		– Sell
-9,972
Closed -$533K – 945
2021
Q2 		$533K Sell
9,972
-1,517
-13% -$80.6K 0.03% 543
2021
Q1 		$607K Sell
11,489
-12,903
-53% -$691K 0.03% 465
2020
Q4 		$1.33M Sell
24,392
-4,834
-17% -$263K 0.1% 217
2020
Q3 		$1.59M Buy
29,226
+278
+1% +$15.2K 0.14% 158
2020
Q2 		$1.57M Buy
28,948
+2,092
+8% +$112K 0.16% 149
2020
Q1 		$1.41M Buy
26,856
+1,710
+7% +$89.8K 0.19% 137
2019
Q4 		$1.31M Buy
25,146
+2,739
+12% +$143K 0.16% 160
2019
Q3 		$1.17M Buy
22,407
+2,701
+14% +$141K 0.18% 149
2019
Q2 		$1.02M Buy
+19,706
New +$1M 0.17% 152
2019
Q1 		– Sell
-4,212
Closed -$207K – 504
2018
Q4 		$207K Buy
4,212
+111
+3% +$5.41K 0.05% 333
2018
Q3 		$202K Buy
+4,101
New +$202K 0.04% 341

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

Kingsview Wealth Management's IUSB Position: Q2 2026 in Review

Kingsview Wealth Management reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 73% in Q2 2026, selling an estimated $4.27M and leaving 34,605 shares worth $1.6M. The position accounts for 0.02% of the portfolio, ranked #607.

Kingsview Wealth Management first reported a position in IUSB in Q3 2018 and has held it in 29 quarters since. The position peaked at $11.7M in Q4 2025. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Kingsview Wealth Management held 34,605 shares of iShares Core Universal USD Bond ETF worth $1.6M as of Q2 2026.
  • Kingsview Wealth Management sold 92,609 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $4.27M.
  • iShares Core Universal USD Bond ETF made up 0.02% of Kingsview Wealth Management's portfolio in Q2 2026, its #607 holding.
  • Kingsview Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q3 2018 and has held it in 29 quarters since.
  • Kingsview Wealth Management's iShares Core Universal USD Bond ETF position peaked at $11.7M in Q4 2025.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.