Northland Securities
IUSB icon

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

Northland 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
Q3 		$1.05M Sell
23,908
-4,477
-16% -$203K 0.62% 32
2026
Q2 		$1.31M Buy
28,385
+7,333
+35% +$338K 0.76% 24
2026
Q1 		$972K Buy
21,052
+3,708
+21% +$173K 0.93% 28
2025
Q4 		$807K Buy
+17,344
New +$811K 0.77% 33

Other funds holding IUSB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Northland Securities's IUSB Position: Q3 2026 in Review

Northland Securities reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 16% in Q3 2026, selling an estimated $203K and leaving 23,908 shares worth $1.05M. The position accounts for 0.62% of the portfolio, ranked #32.

Northland Securities first reported a position in IUSB in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.31M in Q2 2026. 733 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • Northland Securities held 23,908 shares of iShares Core Universal USD Bond ETF worth $1.05M as of Q3 2026.
  • Northland Securities sold 4,477 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $203K.
  • iShares Core Universal USD Bond ETF made up 0.62% of Northland Securities's portfolio in Q3 2026, its #32 holding.
  • Northland Securities first reported a position in iShares Core Universal USD Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Northland Securities's iShares Core Universal USD Bond ETF position peaked at $1.31M in Q2 2026.
  • 733 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Northland Securities's 13F filing for Q3 2026, filed 2 Nov 2026.