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Lane Brothers & Co’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Lane Brothers & Co’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 		$410K Sell
8,883
-2,794
-24% -$129K 0.27% 53
2026
Q1 		$539K Sell
11,677
-57
-0.5% -$2.66K 0.39% 42
2025
Q4 		$546K Buy
+11,734
New +$548K 0.4% 40

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

Lane Brothers & Co's IUSB Position: Q2 2026 in Review

Lane Brothers & Co reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 24% in Q2 2026, selling an estimated $129K and leaving 8,883 shares worth $410K. The position accounts for 0.27% of the portfolio, ranked #53.

Lane Brothers & Co first reported a position in IUSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $546K in Q4 2025. 851 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Lane Brothers & Co held 8,883 shares of iShares Core Universal USD Bond ETF worth $410K as of Q2 2026.
  • Lane Brothers & Co sold 2,794 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $129K.
  • iShares Core Universal USD Bond ETF made up 0.27% of Lane Brothers & Co's portfolio in Q2 2026, its #53 holding.
  • Lane Brothers & Co first reported a position in iShares Core Universal USD Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Lane Brothers & Co's iShares Core Universal USD Bond ETF position peaked at $546K in Q4 2025.
  • 851 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Lane Brothers & Co's 13F filing for Q2 2026, filed 5 Aug 2026.