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Mather Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Mather Group’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 		$1.96M Buy
42,427
+12,296
+41% +$567K 0.02% 269
2026
Q1 		$1.39M Buy
30,131
+15,650
+108% +$729K 0.01% 275
2025
Q4 		$674K Buy
14,481
+2,447
+20% +$114K 0.01% 350
2025
Q3 		$562K Sell
12,034
-3,854
-24% -$178K 0.01% 382
2025
Q2 		$735K Sell
15,888
-1,051
-6% -$48K 0.01% 319
2025
Q1 		$781K Buy
16,939
+1,766
+12% +$80.5K 0.01% 286
2024
Q4 		$686K Sell
15,173
-4,014
-21% -$184K 0.01% 291
2024
Q3 		$904K Buy
19,187
+10,506
+121% +$488K 0.01% 253
2024
Q2 		$396K Buy
8,681
+6,065
+232% +$273K ﹤0.01% 465
2024
Q1 		$121K Buy
+2,616
New +$119K ﹤0.01% 657

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

Mather Group's IUSB Position: Q2 2026 in Review

Mather Group increased its iShares Core Universal USD Bond ETF (IUSB) stake by 41% in Q2 2026, buying an estimated $567K and bringing the position to 42,427 shares worth $1.96M. The position accounts for 0.02% of the portfolio, ranked #269.

Mather Group first reported a position in IUSB in Q1 2024 and has held it in 10 quarters since. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Mather Group held 42,427 shares of iShares Core Universal USD Bond ETF worth $1.96M as of Q2 2026.
  • Mather Group bought 12,296 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $567K.
  • iShares Core Universal USD Bond ETF made up 0.02% of Mather Group's portfolio in Q2 2026, its #269 holding.
  • Mather Group first reported a position in iShares Core Universal USD Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.