Mercer Global Advisors
IUSB icon

Mercer Global Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Mercer Global Advisors’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
Q1 		$3.98M Sell
86,259
-270,299
-76% -$12.6M 0.01% 856
2025
Q4 		$16.6M Buy
356,558
+261,101
+274% +$12.2M 0.03% 373
2025
Q3 		$4.46M Sell
95,457
-128,547
-57% -$5.95M 0.01% 712
2025
Q2 		$10.4M Sell
224,004
-48,645
-18% -$2.22M 0.02% 380
2025
Q1 		$12.6M Buy
272,649
+37,728
+16% +$1.72M 0.03% 309
2024
Q4 		$10.6M Buy
234,921
+5,617
+2% +$258K 0.03% 345
2024
Q3 		$10.8M Sell
229,304
-106,032
-32% -$4.92M 0.03% 311
2024
Q2 		$15.2M Sell
335,336
-73,845
-18% -$3.32M 0.04% 230
2024
Q1 		$18.7M Buy
409,181
+217,630
+114% +$9.9M 0.05% 207
2023
Q4 		$8.82M Sell
191,551
-1,742
-0.9% -$77K 0.03% 332
2023
Q3 		$8.45M Sell
193,293
-84,374
-30% -$3.77M 0.03% 310
2023
Q2 		$12.6M Sell
277,667
-82,774
-23% -$3.79M 0.05% 244
2023
Q1 		$16.6M Sell
360,441
-52,658
-13% -$2.41M 0.08% 186
2022
Q4 		$18.6M Sell
413,099
-77,189
-16% -$3.45M 0.09% 166
2022
Q3 		$21.8M Buy
490,288
+225,974
+85% +$10.5M 0.13% 125
2022
Q2 		$12.4M Buy
264,314
+157,250
+147% +$7.47M 0.08% 188
2022
Q1 		$5.31M Sell
107,064
-192
-0.2% -$9.79K 0.03% 371
2021
Q4 		$5.68M Buy
107,256
+15,083
+16% +$800K 0.04% 345
2021
Q3 		$4.91M Buy
92,173
+42,535
+86% +$2.28M 0.03% 357
2021
Q2 		$2.65M Buy
+49,638
New +$2.64M 0.02% 483

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mercer Global Advisors's IUSB Position: Q1 2026 in Review

Mercer Global Advisors reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 76% in Q1 2026, selling an estimated $12.6M and leaving 86,259 shares worth $3.98M. The position accounts for 0.01% of the portfolio, ranked #856.

Mercer Global Advisors first reported a position in IUSB in Q2 2021 and has held it in 20 quarters since. The position peaked at $21.8M in Q3 2022. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Mercer Global Advisors held 86,259 shares of iShares Core Universal USD Bond ETF worth $3.98M as of Q1 2026.
  • Mercer Global Advisors sold 270,299 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $12.6M.
  • iShares Core Universal USD Bond ETF made up 0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #856 holding.
  • Mercer Global Advisors first reported a position in iShares Core Universal USD Bond ETF in Q2 2021 and has held it in 20 quarters since.
  • Mercer Global Advisors's iShares Core Universal USD Bond ETF position peaked at $21.8M in Q3 2022.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.