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Klaas Financial Asset Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Klaas Financial Asset Advisors’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 		$1.37M Buy
29,584
+22
+0.1% +$1.01K 0.17% 37
2026
Q1 		$1.37M Sell
29,562
-1,208
-4% -$56.3K 0.19% 38
2025
Q4 		$1.43M Buy
30,770
+632
+2% +$29.5K 0.21% 36
2025
Q3 		$1.41M Buy
30,138
+2,521
+9% +$117K 0.21% 36
2025
Q2 		$1.28M Buy
27,617
+494
+2% +$22.5K 0.2% 38
2025
Q1 		$1.25M Buy
27,123
+437
+2% +$19.9K 0.22% 36
2024
Q4 		$1.21M Sell
26,686
-582
-2% -$26.7K 0.21% 32
2024
Q3 		$1.28M Sell
27,268
-340
-1% -$15.8K 0.22% 30
2024
Q2 		$1.25M Sell
27,608
-79
-0.3% -$3.55K 0.23% 33
2024
Q1 		$1.26M Buy
27,687
+861
+3% +$39.2K 0.25% 32
2023
Q4 		$1.24M Sell
26,826
-1,065
-4% -$47.1K 0.26% 34
2023
Q3 		$1.22M Sell
27,891
-1,024
-4% -$45.8K 0.28% 33
2023
Q2 		$1.31M Buy
28,915
+164
+0.6% +$7.5K 0.29% 33
2023
Q1 		$1.33M Sell
28,751
-777
-3% -$35.6K 0.31% 31
2022
Q4 		$1.33M Sell
29,528
-1,833
-6% -$82K 0.33% 30
2022
Q3 		$1.4M Buy
31,361
+507
+2% +$23.7K 0.35% 26
2022
Q2 		$1.45M Buy
30,854
+1,214
+4% +$57.7K 0.36% 26
2022
Q1 		$1.47M Buy
29,640
+1,369
+5% +$69.8K 0.34% 26
2021
Q4 		$1.5M Buy
28,271
+571
+2% +$30.3K 0.34% 25
2021
Q3 		$1.48M Buy
+27,700
New +$1.49M 0.36% 23

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

Klaas Financial Asset Advisors's IUSB Position: Q2 2026 in Review

Klaas Financial Asset Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 0.07% in Q2 2026, buying an estimated $1.01K and bringing the position to 29,584 shares worth $1.37M. The position accounts for 0.17% of the portfolio, ranked #37.

Klaas Financial Asset Advisors first reported a position in IUSB in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.5M in Q4 2021. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Klaas Financial Asset Advisors held 29,584 shares of iShares Core Universal USD Bond ETF worth $1.37M as of Q2 2026.
  • Klaas Financial Asset Advisors bought 22 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $1.01K.
  • iShares Core Universal USD Bond ETF made up 0.17% of Klaas Financial Asset Advisors's portfolio in Q2 2026, its #37 holding.
  • Klaas Financial Asset Advisors first reported a position in iShares Core Universal USD Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • Klaas Financial Asset Advisors's iShares Core Universal USD Bond ETF position peaked at $1.5M in Q4 2021.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Klaas Financial Asset Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.