Pathstone Holdings
IUSB icon

Pathstone Holdings’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Pathstone Holdings’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 		$1.94M Buy
+42,029
New +$1.94M 0.01% 1118
2025
Q4 		– Sell
-4,844
Closed -$226K – 2308
2025
Q3 		$226K Buy
+4,844
New +$224K ﹤0.01% 2149
2024
Q1 		– Sell
-7,862
Closed -$362K – 2326
2023
Q4 		$362K Buy
+7,862
New +$347K ﹤0.01% 1700

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

Pathstone Holdings's IUSB Position: Q2 2026 in Review

Pathstone Holdings opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q2 2026: 42,029 shares worth $1.94M. The stake represents 0.01% of the portfolio and ranks #1118 among its holdings. This is a return to the name: Pathstone Holdings previously reported a position in IUSB as recently as Q3 2025.

Pathstone Holdings first reported a position in IUSB in Q4 2023 and has held it in 3 quarters since. 856 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Pathstone Holdings held 42,029 shares of iShares Core Universal USD Bond ETF worth $1.94M as of Q2 2026.
  • iShares Core Universal USD Bond ETF was a new Pathstone Holdings position in Q2 2026.
  • iShares Core Universal USD Bond ETF made up 0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1118 holding.
  • Pathstone Holdings first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 3 quarters since.
  • 856 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.