Lodestar Private Asset Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Lodestar Private Asset 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	$16.4M	Buy	354,689 +37,521	+12%	+$1.73M	1.42%	22
2026 Q1	$14.6M	Buy	317,168 +25,697	+9%	+$1.2M	1.44%	21
2025 Q4	$13.6M	Buy	291,471 +18,307	+7%	+$856K	1.36%	22
2025 Q3	$12.8M	Buy	273,164 +12,153	+5%	+$562K	1.33%	23
2025 Q2	$12.1M	Buy	261,011 +4,253	+2%	+$194K	1.39%	22
2025 Q1	$11.8M	Buy	256,758 +16,322	+7%	+$744K	1.49%	18
2024 Q4	$10.9M	Buy	240,436 +45,045	+23%	+$2.07M	1.36%	21
2024 Q3	$9.21M	Buy	195,391 +9,663	+5%	+$448K	1.17%	27
2024 Q2	$8.4M	Buy	185,728 +18,771	+11%	+$844K	1.16%	25
2024 Q1	$7.61M	Buy	166,957 +6,403	+4%	+$291K	1.09%	29
2023 Q4	$7.4M	Buy	160,554 +37,708	+31%	+$1.67M	1.13%	27
2023 Q3	$5.37M	Buy	122,846 +62,777	+105%	+$2.81M	0.92%	31
2023 Q2	$2.73M	Buy	60,069 +10,924	+22%	+$500K	0.46%	54
2023 Q1	$2.27M	Buy	49,145 +31,248	+175%	+$1.43M	0.4%	57
2022 Q4	$804K	Buy	+17,897	New	+$801K	0.15%	97

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Lodestar Private Asset Management's IUSB Position: Q2 2026 in Review

Lodestar Private Asset Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 12% in Q2 2026, buying an estimated $1.73M and bringing the position to 354,689 shares worth $16.4M. The position accounts for 1.42% of the portfolio, ranked #22.

Lodestar Private Asset Management first reported a position in IUSB in Q4 2022 and has held it in 15 quarters since. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Lodestar Private Asset Management held 354,689 shares of iShares Core Universal USD Bond ETF worth $16.4M as of Q2 2026.
Lodestar Private Asset Management bought 37,521 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $1.73M.
iShares Core Universal USD Bond ETF made up 1.42% of Lodestar Private Asset Management's portfolio in Q2 2026, its #22 holding.
Lodestar Private Asset Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and has held it in 15 quarters since.
857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.