NorthRock Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

NorthRock Partners’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	$53.5M	Sell	1,158,879 -32,973	-3%	-$1.52M	0.78%	29
2026 Q1	$55.1M	Buy	1,191,852 +29,586	+3%	+$1.38M	0.89%	25
2025 Q4	$54.1M	Buy	1,162,266 +274,158	+31%	+$12.8M	0.91%	25
2025 Q3	$41.5M	Buy	+888,108	New	+$41.1M	0.75%	24
2025 Q2	–	Sell	-1,418	Closed	-$65.3K	–	808
2025 Q1	$65.3K	Buy	1,418 +1,122	+379%	+$51.1K	﹤0.01%	663
2024 Q4	$13.4K	Hold	296	–	–	﹤0.01%	718
2024 Q3	$13.9K	Sell	296 -1,012	-77%	-$47K	﹤0.01%	757
2024 Q2	$59.1K	Sell	1,308 -3,664	-74%	-$165K	﹤0.01%	651
2024 Q1	$227K	Buy	4,972 +324	+7%	+$14.7K	0.01%	551
2023 Q4	$214K	Buy	+4,648	New	+$205K	0.01%	529

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

NorthRock Partners's IUSB Position: Q2 2026 in Review

NorthRock Partners reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 2.8% in Q2 2026, selling an estimated $1.52M and leaving 1,158,879 shares worth $53.5M. The position accounts for 0.78% of the portfolio, ranked #29.

NorthRock Partners first reported a position in IUSB in Q4 2023 and has held it in 10 quarters since. The position peaked at $55.1M in Q1 2026. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

NorthRock Partners held 1,158,879 shares of iShares Core Universal USD Bond ETF worth $53.5M as of Q2 2026.
NorthRock Partners sold 32,973 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $1.52M.
iShares Core Universal USD Bond ETF made up 0.78% of NorthRock Partners's portfolio in Q2 2026, its #29 holding.
NorthRock Partners first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 10 quarters since.
NorthRock Partners's iShares Core Universal USD Bond ETF position peaked at $55.1M in Q1 2026.
857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.