MFG
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Merit Financial Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Merit Financial 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 		$22.7M Buy
491,505
+75,364
+18% +$3.48M 0.14% 128
2026
Q1 		$19.2M Sell
416,141
-88,967
-18% -$4.15M 0.14% 121
2025
Q4 		$23.5M Buy
505,108
+192,575
+62% +$9M 0.19% 97
2025
Q3 		$14.6M Sell
312,533
-41,903
-12% -$1.94M 0.13% 127
2025
Q2 		$16.4M Buy
354,436
+5,463
+2% +$249K 0.18% 92
2025
Q1 		$16.1M Sell
348,973
-117,844
-25% -$5.37M 0.24% 75
2024
Q4 		$21.1M Buy
466,817
+175,200
+60% +$8.04M 0.38% 48
2024
Q3 		$13.7M Sell
291,617
-115,777
-28% -$5.37M 0.31% 58
2024
Q2 		$18.4M Sell
407,394
-12,830
-3% -$577K 0.41% 41
2024
Q1 		$18.8M Buy
420,224
+119,939
+40% +$5.46M 0.45% 33
2023
Q4 		$13.8M Sell
300,285
-127,521
-30% -$5.64M 0.42% 35
2023
Q3 		$18.7M Buy
427,806
+24,912
+6% +$1.11M 0.61% 26
2023
Q2 		$18.3M Buy
402,894
+15,313
+4% +$701K 0.59% 26
2023
Q1 		$17.9M Buy
387,581
+91,643
+31% +$4.19M 0.65% 23
2022
Q4 		$13.3M Buy
295,938
+90,086
+44% +$4.03M 0.48% 27
2022
Q3 		$9.16M Sell
205,852
-135,264
-40% -$6.31M 0.4% 32
2022
Q2 		$16M Buy
341,116
+196,128
+135% +$9.32M 0.49% 30
2022
Q1 		$7.2M Buy
+144,988
New +$7.39M 0.43% 39

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

Merit Financial Group's IUSB Position: Q2 2026 in Review

Merit Financial Group increased its iShares Core Universal USD Bond ETF (IUSB) stake by 18% in Q2 2026, buying an estimated $3.48M and bringing the position to 491,505 shares worth $22.7M. The position accounts for 0.14% of the portfolio, ranked #128.

Merit Financial Group first reported a position in IUSB in Q1 2022 and has held it in 18 quarters since. The position peaked at $23.5M in Q4 2025. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Merit Financial Group held 491,505 shares of iShares Core Universal USD Bond ETF worth $22.7M as of Q2 2026.
  • Merit Financial Group bought 75,364 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $3.48M.
  • iShares Core Universal USD Bond ETF made up 0.14% of Merit Financial Group's portfolio in Q2 2026, its #128 holding.
  • Merit Financial Group first reported a position in iShares Core Universal USD Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Merit Financial Group's iShares Core Universal USD Bond ETF position peaked at $23.5M in Q4 2025.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.