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Novem Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Novem Group’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 		$329K Sell
7,127
-147
-2% -$6.78K 0.03% 339
2026
Q1 		$336K Buy
7,274
+231
+3% +$10.8K 0.04% 335
2025
Q4 		$328K Buy
7,043
+198
+3% +$9.26K 0.04% 324
2025
Q3 		$320K Sell
6,845
-693
-9% -$32.1K 0.04% 322
2025
Q2 		$348K Buy
7,538
+843
+13% +$38.5K 0.04% 296
2025
Q1 		$308K Buy
6,695
+139
+2% +$6.33K 0.04% 283
2024
Q4 		$296K Buy
+6,556
New +$301K 0.04% 287

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

Novem Group's IUSB Position: Q2 2026 in Review

Novem Group reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 2% in Q2 2026, selling an estimated $6.78K and leaving 7,127 shares worth $329K. The position accounts for 0.03% of the portfolio, ranked #339.

Novem Group first reported a position in IUSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $348K in Q2 2025. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Novem Group held 7,127 shares of iShares Core Universal USD Bond ETF worth $329K as of Q2 2026.
  • Novem Group sold 147 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $6.78K.
  • iShares Core Universal USD Bond ETF made up 0.03% of Novem Group's portfolio in Q2 2026, its #339 holding.
  • Novem Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Novem Group's iShares Core Universal USD Bond ETF position peaked at $348K in Q2 2025.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.