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Mason & Associates (Virginia)’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Mason & Associates (Virginia)’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 		$136M Buy
2,945,948
+48,698
+2% +$2.25M 28.29% 2
2026
Q1 		$134M Buy
2,897,250
+66,130
+2% +$3.08M 30.64% 1
2025
Q4 		$132M Buy
2,831,120
+395,303
+16% +$18.5M 29.96% 2
2025
Q3 		$113M Buy
2,435,817
+1
+0% +$46 28.28% 2
2025
Q2 		$113M Sell
2,435,816
-257,586
-10% -$11.8M 28.28% 2
2025
Q1 		$124M Buy
2,693,402
+122,407
+5% +$5.58M 35.75% 1
2024
Q4 		$116M Buy
2,570,995
+97,484
+4% +$4.47M 34.71% 2
2024
Q3 		$117M Buy
2,473,511
+95,698
+4% +$4.44M 35.66% 1
2024
Q2 		$108M Buy
+2,377,813
New +$107M 35.3% 1

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

Mason & Associates (Virginia)'s IUSB Position: Q2 2026 in Review

Mason & Associates (Virginia) increased its iShares Core Universal USD Bond ETF (IUSB) stake by 1.7% in Q2 2026, buying an estimated $2.25M and bringing the position to 2,945,948 shares worth $136M. The position accounts for 28.29% of the portfolio, ranked #2.

Mason & Associates (Virginia) first reported a position in IUSB in Q2 2024 and has held it in 9 quarters since. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Mason & Associates (Virginia) held 2,945,948 shares of iShares Core Universal USD Bond ETF worth $136M as of Q2 2026.
  • Mason & Associates (Virginia) bought 48,698 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $2.25M.
  • iShares Core Universal USD Bond ETF made up 28.29% of Mason & Associates (Virginia)'s portfolio in Q2 2026, its #2 holding.
  • Mason & Associates (Virginia) first reported a position in iShares Core Universal USD Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Mason & Associates (Virginia)'s 13F filing for Q2 2026, filed 14 Jul 2026.