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Marino Stram & Associates’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Marino Stram & Associates’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 		$1.18M Buy
25,664
+372
+1% +$17.2K 0.19% 83
2026
Q1 		$1.17M Buy
25,292
+650
+3% +$30.3K 0.21% 76
2025
Q4 		$1.15M Buy
24,642
+1,345
+6% +$62.9K 0.21% 76
2025
Q3 		$1.09M Buy
23,297
+1,629
+8% +$75.3K 0.2% 83
2025
Q2 		$1M Sell
21,668
-749
-3% -$34.2K 0.2% 84
2025
Q1 		$1.03M Sell
22,417
-188
-0.8% -$8.57K 0.23% 73
2024
Q4 		$1.02M Buy
22,605
+2,446
+12% +$112K 0.23% 75
2024
Q3 		$950K Buy
20,159
+5,629
+39% +$261K 0.21% 82
2024
Q2 		$657K Buy
14,530
+3,003
+26% +$135K 0.16% 96
2024
Q1 		$526K Buy
+11,527
New +$525K 0.12% 110

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Marino Stram & Associates's IUSB Position: Q2 2026 in Review

Marino Stram & Associates increased its iShares Core Universal USD Bond ETF (IUSB) stake by 1.5% in Q2 2026, buying an estimated $17.2K and bringing the position to 25,664 shares worth $1.18M. The position accounts for 0.19% of the portfolio, ranked #83.

Marino Stram & Associates first reported a position in IUSB in Q1 2024 and has held it in 10 quarters since. 579 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Marino Stram & Associates held 25,664 shares of iShares Core Universal USD Bond ETF worth $1.18M as of Q2 2026.
  • Marino Stram & Associates bought 372 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $17.2K.
  • iShares Core Universal USD Bond ETF made up 0.19% of Marino Stram & Associates's portfolio in Q2 2026, its #83 holding.
  • Marino Stram & Associates first reported a position in iShares Core Universal USD Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 579 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Marino Stram & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.