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McMorgan & Co’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

McMorgan & Co’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 		$50.7M Sell
1,099,343
-148,128
-12% -$6.83M 7.64% 3
2026
Q1 		$57.6M Sell
1,247,471
-367,668
-23% -$17.1M 9.32% 3
2025
Q4 		$75.2M Buy
1,615,139
+17,815
+1% +$833K 12.46% 2
2025
Q3 		$74.6M Sell
1,597,324
-71,090
-4% -$3.29M 11.49% 2
2025
Q2 		$77.1M Buy
1,668,414
+3,288
+0.2% +$150K 11.37% 2
2025
Q1 		$76.7M Sell
1,665,126
-162,550
-9% -$7.41M 12.28% 2
2024
Q4 		$82.6M Buy
1,827,676
+37,306
+2% +$1.71M 12.78% 2
2024
Q3 		$84.4M Sell
1,790,370
-29,844
-2% -$1.38M 12.99% 2
2024
Q2 		$82.3M Sell
1,820,214
-64,598
-3% -$2.9M 13.06% 2
2024
Q1 		$85.9M Buy
1,884,812
+14,189
+0.8% +$646K 14.76% 2
2023
Q4 		$86.2M Sell
1,870,623
-163,502
-8% -$7.23M 14.3% 2
2023
Q3 		$88.9M Buy
2,034,125
+56,682
+3% +$2.53M 16.44% 2
2023
Q2 		$89.9M Buy
1,977,443
+637,447
+48% +$29.2M 16.91% 2
2023
Q1 		$61.8M Buy
1,339,996
+98,026
+8% +$4.49M 12.73% 3
2022
Q4 		$55.8M Buy
1,241,970
+38,518
+3% +$1.72M 11.97% 3
2022
Q3 		$53.6M Buy
1,203,452
+41,109
+4% +$1.92M 12.66% 3
2022
Q2 		$54.4M Buy
1,162,343
+9,992
+0.9% +$475K 12.19% 3
2022
Q1 		$57.2M Buy
1,152,351
+397,967
+53% +$20.3M 12.4% 3
2021
Q4 		$39.9M Sell
754,384
-24,367
-3% -$1.29M 7.03% 5
2021
Q3 		$41.5M Buy
778,751
+124,240
+19% +$6.67M 8.32% 4
2021
Q2 		$35M Buy
+654,511
New +$34.8M 7.64% 5

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

McMorgan & Co's IUSB Position: Q2 2026 in Review

McMorgan & Co reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 12% in Q2 2026, selling an estimated $6.83M and leaving 1,099,343 shares worth $50.7M. The position accounts for 7.64% of the portfolio, ranked #3.

McMorgan & Co first reported a position in IUSB in Q2 2021 and has held it in 21 quarters since. The position peaked at $89.9M in Q2 2023. 856 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • McMorgan & Co held 1,099,343 shares of iShares Core Universal USD Bond ETF worth $50.7M as of Q2 2026.
  • McMorgan & Co sold 148,128 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $6.83M.
  • iShares Core Universal USD Bond ETF made up 7.64% of McMorgan & Co's portfolio in Q2 2026, its #3 holding.
  • McMorgan & Co first reported a position in iShares Core Universal USD Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • McMorgan & Co's iShares Core Universal USD Bond ETF position peaked at $89.9M in Q2 2023.
  • 856 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on McMorgan & Co's 13F filing for Q2 2026, filed 14 Aug 2026.