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MAI Capital Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

MAI Capital 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 		$273K Buy
5,921
+498
+9% +$23K ﹤0.01% 1646
2026
Q1 		$251K Sell
5,423
-1,307
-19% -$60.9K ﹤0.01% 1354
2025
Q4 		$313K Buy
6,730
+1,010
+18% +$47.2K ﹤0.01% 1135
2025
Q3 		$267K Sell
5,720
-115
-2% -$5.32K ﹤0.01% 1152
2025
Q2 		$270K Buy
5,835
+94
+2% +$4.29K ﹤0.01% 1050
2025
Q1 		$265K Buy
5,741
+3,068
+115% +$140K ﹤0.01% 1022
2024
Q4 		$121K Buy
+2,673
New +$123K ﹤0.01% 1348

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

MAI Capital Management's IUSB Position: Q2 2026 in Review

MAI Capital Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 9.2% in Q2 2026, buying an estimated $23K and bringing the position to 5,921 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #1646.

MAI Capital Management first reported a position in IUSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $313K in Q4 2025. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • MAI Capital Management held 5,921 shares of iShares Core Universal USD Bond ETF worth $273K as of Q2 2026.
  • MAI Capital Management bought 498 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $23K.
  • iShares Core Universal USD Bond ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1646 holding.
  • MAI Capital Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • MAI Capital Management's iShares Core Universal USD Bond ETF position peaked at $313K in Q4 2025.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.