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NBC Securities’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

NBC Securities’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 		$333K Buy
7,212
+377
+6% +$17.4K 0.02% 673
2026
Q1 		$316K Buy
6,835
+68
+1% +$3.17K 0.02% 678
2025
Q4 		$315K Buy
6,767
+76
+1% +$3.55K 0.02% 665
2025
Q3 		$313K Sell
6,691
-1,527
-19% -$70.6K 0.02% 671
2025
Q2 		$379K Sell
8,218
-342
-4% -$15.6K 0.03% 599
2025
Q1 		$394K Buy
8,560
+8,552
+106,900% +$390K 0.03% 533
2024
Q4 		$386 Sell
8
-4,194
-100% -$193K 0.04% 536
2024
Q3 		$197K Buy
4,202
+945
+29% +$43.9K 0.02% 788
2024
Q2 		$147K Sell
3,257
-97
-3% -$4.36K 0.01% 852
2024
Q1 		$152K Buy
3,354
+2
+0.1% +$91 0.01% 832
2023
Q4 		$154K Buy
3,352
+234
+8% +$10.3K 0.02% 821
2023
Q3 		$136K Buy
+3,118
New +$139K 0.01% 825

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

NBC Securities's IUSB Position: Q2 2026 in Review

NBC Securities increased its iShares Core Universal USD Bond ETF (IUSB) stake by 5.5% in Q2 2026, buying an estimated $17.4K and bringing the position to 7,212 shares worth $333K. The position accounts for 0.02% of the portfolio, ranked #673.

NBC Securities first reported a position in IUSB in Q3 2023 and has held it in 12 quarters since. The position peaked at $394K in Q1 2025. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • NBC Securities held 7,212 shares of iShares Core Universal USD Bond ETF worth $333K as of Q2 2026.
  • NBC Securities bought 377 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $17.4K.
  • iShares Core Universal USD Bond ETF made up 0.02% of NBC Securities's portfolio in Q2 2026, its #673 holding.
  • NBC Securities first reported a position in iShares Core Universal USD Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • NBC Securities's iShares Core Universal USD Bond ETF position peaked at $394K in Q1 2025.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.