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Northstar Financial Companies’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Northstar Financial Companies’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 		$1.66M Buy
35,960
+12,076
+51% +$557K 1.12% 26
2026
Q1 		$1.1M Buy
23,884
+18,349
+332% +$855K 0.88% 34
2025
Q4 		$258K Buy
+5,535
New +$259K 0.21% 98

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

Northstar Financial Companies's IUSB Position: Q2 2026 in Review

Northstar Financial Companies increased its iShares Core Universal USD Bond ETF (IUSB) stake by 51% in Q2 2026, buying an estimated $557K and bringing the position to 35,960 shares worth $1.66M. The position accounts for 1.12% of the portfolio, ranked #26.

Northstar Financial Companies first reported a position in IUSB in Q4 2025 and has held it in 3 quarters since. 550 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Northstar Financial Companies held 35,960 shares of iShares Core Universal USD Bond ETF worth $1.66M as of Q2 2026.
  • Northstar Financial Companies bought 12,076 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $557K.
  • iShares Core Universal USD Bond ETF made up 1.12% of Northstar Financial Companies's portfolio in Q2 2026, its #26 holding.
  • Northstar Financial Companies first reported a position in iShares Core Universal USD Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 550 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Northstar Financial Companies's 13F filing for Q2 2026, filed 6 Aug 2026.