Montgomery Financial Services’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Montgomery Financial 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 Q2	$89.1K	Buy	+1,930	New	+$89K	0.08%	48

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Montgomery Financial Services's IUSB Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q2 2026: 1,930 shares worth $89.1K. The stake represents 0.08% of the portfolio and ranks #48 among its holdings.

827 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Montgomery Financial Services held 1,930 shares of iShares Core Universal USD Bond ETF worth $89.1K as of Q2 2026.
iShares Core Universal USD Bond ETF was a new Montgomery Financial Services position in Q2 2026.
iShares Core Universal USD Bond ETF made up 0.08% of Montgomery Financial Services's portfolio in Q2 2026, its #48 holding.
827 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.