MML Investors Services
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MML Investors Services’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

MML Investors Services’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 		$336M Sell
7,265,228
-172,727
-2% -$8.05M 0.93% 16
2025
Q4 		$346M Buy
7,437,955
+468,601
+7% +$21.9M 0.84% 19
2025
Q3 		$326M Sell
6,969,354
-1,211,107
-15% -$56M 0.87% 17
2025
Q2 		$378M Sell
8,180,461
-175,199
-2% -$7.99M 1.09% 11
2025
Q1 		$385M Buy
8,355,660
+457,394
+6% +$20.8M 1.28% 8
2024
Q4 		$357M Sell
7,898,266
-556,355
-7% -$25.5M 1.23% 10
2024
Q3 		$398M Buy
8,454,621
+1,535,400
+22% +$71.2M 1.45% 6
2024
Q2 		$313M Sell
6,919,221
-61,280
-0.9% -$2.76M 1.26% 10
2024
Q1 		$318M Buy
6,980,501
+1,842,503
+36% +$83.9M 1.31% 7
2023
Q4 		$237M Sell
5,137,998
-447,914
-8% -$19.8M 1.09% 9
2023
Q3 		$244M Sell
5,585,912
-367,673
-6% -$16.4M 1.35% 6
2023
Q2 		$271M Buy
5,953,585
+420,196
+8% +$19.2M 1.49% 6
2023
Q1 		$255M Buy
5,533,389
+669,215
+14% +$30.6M 1.81% 3
2022
Q4 		$219M Buy
4,864,174
+740,750
+18% +$33.1M 1.44% 5
2022
Q3 		$183M Buy
4,123,424
+229,367
+6% +$10.7M 1.39% 7
2022
Q2 		$182M Buy
3,894,057
+530,356
+16% +$25.2M 1.39% 7
2022
Q1 		$167M Buy
3,363,701
+989,440
+42% +$50.4M 1.18% 9
2021
Q4 		$126M Buy
2,374,261
+234,625
+11% +$12.4M 0.9% 17
2021
Q3 		$114M Buy
2,139,636
+195,702
+10% +$10.5M 0.91% 17
2021
Q2 		$104M Buy
1,943,934
+414,074
+27% +$22M 0.87% 15
2021
Q1 		$80.7M Buy
1,529,860
+1,493,037
+4,055% +$80M 0.77% 16
2020
Q4 		$2.01M Buy
36,823
+5,945
+19% +$323K 0.02% 594
2020
Q3 		$1.68M Buy
30,878
+729
+2% +$39.8K 0.02% 580
2020
Q2 		$1.64M Sell
30,149
-18,296
-38% -$981K 0.02% 569
2020
Q1 		$2.54M Buy
48,445
+8,601
+22% +$452K 0.04% 350
2019
Q4 		$2.08M Buy
39,844
+1,856
+5% +$96.8K 0.03% 481
2019
Q3 		$1.99M Buy
37,988
+7,674
+25% +$400K 0.03% 444
2019
Q2 		$1.57M Sell
30,314
-6,963
-19% -$354K 0.02% 569
2019
Q1 		$1.89M Buy
+37,277
New +$1.86M 0.03% 482
2017
Q4 		– Sell
-62,694
Closed -$3.2M – 1420
2017
Q3 		$3.2M Buy
62,694
+53,635
+592% +$2.74M 0.07% 245
2017
Q2 		$462K Buy
+9,059
New +$461K 0.01% 802

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

MML Investors Services's IUSB Position: Q1 2026 in Review

MML Investors Services reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 2.3% in Q1 2026, selling an estimated $8.05M and leaving 7,265,228 shares worth $336M. The position accounts for 0.93% of the portfolio, ranked #16.

MML Investors Services first reported a position in IUSB in Q2 2017 and has held it in 31 quarters since. The position peaked at $398M in Q3 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • MML Investors Services held 7,265,228 shares of iShares Core Universal USD Bond ETF worth $336M as of Q1 2026.
  • MML Investors Services sold 172,727 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $8.05M.
  • iShares Core Universal USD Bond ETF made up 0.93% of MML Investors Services's portfolio in Q1 2026, its #16 holding.
  • MML Investors Services first reported a position in iShares Core Universal USD Bond ETF in Q2 2017 and has held it in 31 quarters since.
  • MML Investors Services's iShares Core Universal USD Bond ETF position peaked at $398M in Q3 2024.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.