LPL Financial
IUSB icon

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

LPL Financial’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
Q1 		$2.18B Buy
47,282,506
+1,775,051
+4% +$82.7M 0.58% 29
2025
Q4 		$2.12B Buy
45,507,455
+966,130
+2% +$45.2M 0.58% 29
2025
Q3 		$2.08B Sell
44,541,325
-2,695,119
-6% -$125M 0.61% 26
2025
Q2 		$2.18B Sell
47,236,444
-813,071
-2% -$37.1M 0.73% 19
2025
Q1 		$2.21B Buy
48,049,515
+3,402,819
+8% +$155M 0.86% 16
2024
Q4 		$2.02B Buy
44,646,696
+5,315,980
+14% +$244M 0.82% 19
2024
Q3 		$1.85B Buy
39,330,716
+6,632,679
+20% +$308M 0.83% 19
2024
Q2 		$1.48B Buy
32,698,037
+705,199
+2% +$31.7M 0.74% 21
2024
Q1 		$1.46B Buy
31,992,838
+8,957,929
+39% +$408M 0.78% 20
2023
Q4 		$1.06B Sell
23,034,909
-823,256
-3% -$36.4M 0.64% 25
2023
Q3 		$1.04B Sell
23,858,165
-1,353,947
-5% -$60.5M 0.73% 21
2023
Q2 		$1.15B Buy
25,212,112
+212,456
+0.8% +$9.72M 0.82% 16
2023
Q1 		$1.15B Buy
24,999,656
+4,970,882
+25% +$227M 0.9% 14
2022
Q4 		$900M Buy
20,028,774
+2,900,697
+17% +$130M 0.77% 21
2022
Q3 		$762M Buy
17,128,077
+461,722
+3% +$21.5M 0.74% 20
2022
Q2 		$780M Buy
16,666,355
+1,573,868
+10% +$74.8M 0.74% 19
2022
Q1 		$749M Buy
15,092,487
+3,685,303
+32% +$188M 0.64% 26
2021
Q4 		$604M Buy
11,407,184
+556,176
+5% +$29.5M 0.51% 36
2021
Q3 		$578M Buy
10,851,008
+1,223,161
+13% +$65.7M 0.54% 29
2021
Q2 		$515M Buy
9,627,847
+1,488,617
+18% +$79.1M 0.52% 32
2021
Q1 		$429M Buy
8,139,230
+7,523,388
+1,222% +$403M 0.49% 34
2020
Q4 		$33.6M Buy
615,842
+104,559
+20% +$5.68M 0.04% 338
2020
Q3 		$27.8M Buy
511,283
+32,291
+7% +$1.76M 0.04% 327
2020
Q2 		$26M Buy
478,992
+10,734
+2% +$575K 0.05% 315
2020
Q1 		$24.6M Buy
468,258
+39,529
+9% +$2.08M 0.05% 270
2019
Q4 		$22.3M Buy
428,729
+110,340
+35% +$5.76M 0.04% 332
2019
Q3 		$16.7M Buy
318,389
+42,503
+15% +$2.21M 0.03% 374
2019
Q2 		$14.3M Buy
275,886
+97
+0% +$4.92K 0.03% 415
2019
Q1 		$14M Buy
275,789
+2,554
+0.9% +$127K 0.03% 401
2018
Q4 		$13.5M Sell
273,235
-20,213
-7% -$985K 0.04% 371
2018
Q3 		$14.4M Buy
293,448
+39,856
+16% +$1.97M 0.03% 376
2018
Q2 		$12.5M Sell
253,592
-22,864
-8% -$1.13M 0.03% 398
2018
Q1 		$13.8M Buy
276,456
+14,812
+6% +$741K 0.04% 354
2017
Q4 		$13.3M Buy
261,644
+74,244
+40% +$3.78M 0.04% 346
2017
Q3 		$9.57M Buy
187,400
+123,241
+192% +$6.3M 0.03% 393
2017
Q2 		$3.27M Buy
64,159
+34,150
+114% +$1.74M 0.01% 715
2017
Q1 		$1.52M Buy
30,009
+13
+0% +$653 0.01% 993
2016
Q4 		$1.51M Sell
29,996
-15,562
-34% -$791K 0.01% 945
2016
Q3 		$2.36M Buy
45,558
+15,014
+49% +$782K 0.02% 684
2016
Q2 		$1.59M Sell
30,544
-17,450
-36% -$894K 0.01% 882
2016
Q1 		$2.44M Buy
47,994
+33,076
+222% +$1.66M 0.01% 1082
2015
Q4 		$740K Buy
14,918
+3,826
+34% +$192K ﹤0.01% 1920
2015
Q3 		$557K Buy
11,092
+2,512
+29% +$126K ﹤0.01% 1695
2015
Q2 		$429K Buy
+8,580
New +$435K ﹤0.01% 2027

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

LPL Financial's IUSB Position: Q1 2026 in Review

LPL Financial increased its iShares Core Universal USD Bond ETF (IUSB) stake by 3.9% in Q1 2026, buying an estimated $82.7M and bringing the position to 47,282,506 shares worth $2.18B. The position accounts for 0.58% of the portfolio, ranked #29.

LPL Financial first reported a position in IUSB in Q2 2015 and has held it in 44 quarters since. The position peaked at $2.21B in Q1 2025. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • LPL Financial held 47,282,506 shares of iShares Core Universal USD Bond ETF worth $2.18B as of Q1 2026.
  • LPL Financial bought 1,775,051 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $82.7M.
  • iShares Core Universal USD Bond ETF made up 0.58% of LPL Financial's portfolio in Q1 2026, its #29 holding.
  • LPL Financial first reported a position in iShares Core Universal USD Bond ETF in Q2 2015 and has held it in 44 quarters since.
  • LPL Financial's iShares Core Universal USD Bond ETF position peaked at $2.21B in Q1 2025.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.