MC
IUSB icon

Moors & Cabot’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Moors & Cabot’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 		$1.6M Buy
34,612
+9,712
+39% +$448K 0.06% 279
2026
Q1 		$1.15M Sell
24,900
-422
-2% -$19.7K 0.05% 342
2025
Q4 		$1.18M Buy
25,322
+721
+3% +$33.7K 0.05% 318
2025
Q3 		$1.15M Buy
24,601
+1,283
+6% +$59.3K 0.05% 328
2025
Q2 		$1.08M Sell
23,318
-1,829
-7% -$83.5K 0.05% 318
2025
Q1 		$1.16M Sell
25,147
-1,024
-4% -$46.7K 0.06% 288
2024
Q4 		$1.18M Sell
26,171
-350
-1% -$16.1K 0.06% 294
2024
Q3 		$1.25M Buy
26,521
+2,159
+9% +$100K 0.06% 278
2024
Q2 		$1.1M Sell
24,362
-1,176
-5% -$52.9K 0.06% 283
2024
Q1 		$1.16M Buy
25,538
+1,288
+5% +$58.6K 0.06% 277
2023
Q4 		$1.12M Sell
24,250
-381
-2% -$16.8K 0.07% 264
2023
Q3 		$1.08M Sell
24,631
-3,657
-13% -$163K 0.07% 248
2023
Q2 		$1.29M Buy
28,288
+277
+1% +$12.7K 0.09% 224
2023
Q1 		$1.29M Sell
28,011
-3,671
-12% -$168K 0.09% 228
2022
Q4 		$1.42M Sell
31,682
-2,253
-7% -$101K 0.1% 206
2022
Q3 		$1.51M Buy
33,935
+28,592
+535% +$1.33M 0.12% 186
2022
Q2 		$250K Buy
5,343
+312
+6% +$14.8K 0.02% 620
2022
Q1 		$250K Buy
5,031
+1,063
+27% +$54.2K 0.02% 697
2021
Q4 		$210K Buy
+3,968
New +$210K 0.01% 761

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 1-Year Est. Return

Moors & Cabot's IUSB Position: Q2 2026 in Review

Moors & Cabot increased its iShares Core Universal USD Bond ETF (IUSB) stake by 39% in Q2 2026, buying an estimated $448K and bringing the position to 34,612 shares worth $1.6M. The position accounts for 0.06% of the portfolio, ranked #279.

Moors & Cabot first reported a position in IUSB in Q4 2021 and has held it in 19 quarters since. 860 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Moors & Cabot held 34,612 shares of iShares Core Universal USD Bond ETF worth $1.6M as of Q2 2026.
  • Moors & Cabot bought 9,712 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $448K.
  • iShares Core Universal USD Bond ETF made up 0.06% of Moors & Cabot's portfolio in Q2 2026, its #279 holding.
  • Moors & Cabot first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 860 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.