OC
IUSB icon

Oppenheimer & Co’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Oppenheimer & Co’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 		$876K Buy
18,987
+2,650
+16% +$122K 0.01% 997
2026
Q1 		$755K Buy
16,337
+5,398
+49% +$252K 0.01% 1002
2025
Q4 		$509K Buy
+10,939
New +$511K 0.01% 1069
2025
Q2 		– Sell
-4,608
Closed -$212K – 1656
2025
Q1 		$212K Hold
4,608
– – ﹤0.01% 1427
2024
Q4 		$208K Buy
+4,608
New +$212K ﹤0.01% 1439

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

Oppenheimer & Co's IUSB Position: Q2 2026 in Review

Oppenheimer & Co increased its iShares Core Universal USD Bond ETF (IUSB) stake by 16% in Q2 2026, buying an estimated $122K and bringing the position to 18,987 shares worth $876K. The position accounts for 0.01% of the portfolio, ranked #997.

Oppenheimer & Co first reported a position in IUSB in Q4 2024 and has held it in 5 quarters since. 859 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Oppenheimer & Co held 18,987 shares of iShares Core Universal USD Bond ETF worth $876K as of Q2 2026.
  • Oppenheimer & Co bought 2,650 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $122K.
  • iShares Core Universal USD Bond ETF made up 0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #997 holding.
  • Oppenheimer & Co first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • 859 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.