LFG
IUSB icon

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

Lockerman 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 		$1.51M Buy
32,635
+14,837
+83% +$684K 2.3% 11
2026
Q1 		$822K Buy
17,798
+5,953
+50% +$277K 1.48% 17
2025
Q4 		$551K Buy
11,845
+1,064
+10% +$49.7K 1.06% 25
2025
Q3 		$504K Sell
10,781
-1,352
-11% -$62.5K 0.63% 39
2025
Q2 		$561K Sell
12,133
-1,076
-8% -$49.1K 0.76% 31
2025
Q1 		$609K Buy
13,209
+6,222
+89% +$284K 0.92% 24
2024
Q4 		$316K Buy
+6,987
New +$321K 0.54% 61

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

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

Lockerman Financial Group increased its iShares Core Universal USD Bond ETF (IUSB) stake by 83% in Q2 2026, buying an estimated $684K and bringing the position to 32,635 shares worth $1.51M. The position accounts for 2.3% of the portfolio, ranked #11.

Lockerman Financial Group first reported a position in IUSB in Q4 2024 and has held it in 7 quarters since. 856 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Lockerman Financial Group held 32,635 shares of iShares Core Universal USD Bond ETF worth $1.51M as of Q2 2026.
  • Lockerman Financial Group bought 14,837 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $684K.
  • iShares Core Universal USD Bond ETF made up 2.3% of Lockerman Financial Group's portfolio in Q2 2026, its #11 holding.
  • Lockerman Financial Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 856 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.