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Leavell Investment Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Leavell Investment 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 		$2.12M Buy
45,986
+3,850
+9% +$178K 0.08% 225
2026
Q1 		$1.95M Buy
42,136
+4,239
+11% +$198K 0.08% 228
2025
Q4 		$1.76M Sell
37,897
-2,638
-7% -$123K 0.07% 231
2025
Q3 		$1.89M Buy
40,535
+240
+0.6% +$11.1K 0.08% 222
2025
Q2 		$1.86M Buy
40,295
+1,857
+5% +$84.7K 0.08% 220
2025
Q1 		$1.77M Buy
38,438
+92
+0.2% +$4.19K 0.09% 210
2024
Q4 		$1.73M Sell
38,346
-3,855
-9% -$177K 0.09% 212
2024
Q3 		$1.99M Buy
42,201
+3,206
+8% +$149K 0.1% 192
2024
Q2 		$1.76M Sell
38,995
-8,369
-18% -$376K 0.1% 196
2024
Q1 		$2.16M Buy
47,364
+325
+0.7% +$14.8K 0.12% 164
2023
Q4 		$2.17M Buy
47,039
+15,627
+50% +$691K 0.14% 151
2023
Q3 		$1.37M Buy
31,412
+148
+0.5% +$6.62K 0.1% 201
2023
Q2 		$1.42M Hold
31,264
– – 0.1% 200
2023
Q1 		$1.44M Buy
31,264
+4,714
+18% +$216K 0.1% 191
2022
Q4 		$1.19M Sell
26,550
-1,164
-4% -$52.1K 0.09% 213
2022
Q3 		$1.23M Buy
27,714
+2,360
+9% +$110K 0.1% 194
2022
Q2 		$1.19M Hold
25,354
– – 0.09% 200
2022
Q1 		$1.26M Buy
25,354
+4,276
+20% +$218K 0.09% 209
2021
Q4 		$1.12M Sell
21,078
-280
-1% -$14.8K 0.07% 226
2021
Q3 		$1.14M Buy
21,358
+7,702
+56% +$414K 0.08% 202
2021
Q2 		$720K Hold
13,656
– – 0.06% 248
2021
Q1 		$720K Buy
13,656
+4,419
+48% +$237K 0.06% 248
2020
Q4 		$504K Buy
9,237
+2,940
+47% +$160K 0.04% 272
2020
Q3 		$342K Buy
6,297
+176
+3% +$9.61K 0.03% 307
2020
Q2 		$333K Buy
6,121
+2,072
+51% +$111K 0.03% 298
2020
Q1 		$213K Hold
4,049
– – 0.02% 331
2019
Q4 		$211K Buy
+4,049
New +$211K 0.02% 378

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

Leavell Investment Management's IUSB Position: Q2 2026 in Review

Leavell Investment Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 9.1% in Q2 2026, buying an estimated $178K and bringing the position to 45,986 shares worth $2.12M. The position accounts for 0.08% of the portfolio, ranked #225.

Leavell Investment Management first reported a position in IUSB in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.17M in Q4 2023. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Leavell Investment Management held 45,986 shares of iShares Core Universal USD Bond ETF worth $2.12M as of Q2 2026.
  • Leavell Investment Management bought 3,850 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $178K.
  • iShares Core Universal USD Bond ETF made up 0.08% of Leavell Investment Management's portfolio in Q2 2026, its #225 holding.
  • Leavell Investment Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Leavell Investment Management's iShares Core Universal USD Bond ETF position peaked at $2.17M in Q4 2023.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.