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Patriot Financial Group Insurance Agency’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Patriot Financial Group Insurance Agency’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 		$6.45M Sell
139,732
-37,618
-21% -$1.73M 0.66% 35
2026
Q1 		$8.19M Buy
177,350
+88,389
+99% +$4.12M 0.46% 52
2025
Q4 		$4.14M Sell
88,961
-5,026
-5% -$235K 0.49% 54
2025
Q3 		$4.39M Sell
93,987
-23,899
-20% -$1.11M 0.56% 46
2025
Q2 		$5.45M Sell
117,886
-41,065
-26% -$1.87M 0.63% 31
2025
Q1 		$7.32M Buy
158,951
+29,299
+23% +$1.34M 0.98% 18
2024
Q4 		$5.86M Buy
129,652
+14,545
+13% +$668K 0.79% 23
2024
Q3 		$5.42M Buy
115,107
+29,963
+35% +$1.39M 0.73% 25
2024
Q2 		$3.85M Buy
85,144
+11,903
+16% +$535K 0.57% 37
2024
Q1 		$3.34M Buy
73,241
+32,389
+79% +$1.47M 0.53% 39
2023
Q4 		$1.88M Buy
40,852
+3,260
+9% +$144K 0.36% 60
2023
Q3 		$1.64M Buy
37,592
+4,771
+15% +$213K 0.34% 63
2023
Q2 		$1.49M Sell
32,821
-5,124
-14% -$234K 0.28% 80
2023
Q1 		$1.75M Buy
37,945
+5,550
+17% +$254K 0.36% 61
2022
Q4 		$1.46M Buy
32,395
+2,997
+10% +$134K 0.2% 70
2022
Q3 		$1.31M Sell
29,398
-7,529
-20% -$351K 0.32% 73
2022
Q2 		$1.73M Buy
36,927
+6,552
+22% +$311K 0.35% 54
2022
Q1 		$1.51M Buy
30,375
+1,072
+4% +$54.6K 0.27% 80
2021
Q4 		$1.55M Buy
29,303
+8,728
+42% +$463K 0.26% 84
2021
Q3 		$1.1M Buy
20,575
+6,427
+45% +$345K 0.2% 121
2021
Q2 		$757K Buy
14,148
+13,845
+4,569% +$735K 0.14% 161
2021
Q1 		$16K Buy
+303
New +$16.2K ﹤0.01% 1192
2020
Q2 		– Sell
-380
Closed -$20K – 1747
2020
Q1 		$20K Hold
380
– – 0.01% 666
2019
Q4 		$20K Hold
380
– – 0.01% 679
2019
Q3 		$20K Hold
380
– – 0.01% 654
2019
Q2 		$20K Hold
380
– – 0.01% 643
2019
Q1 		$19K Hold
380
– – 0.01% 562
2018
Q4 		$19K Hold
380
– – 0.01% 489
2018
Q3 		$19K Buy
+380
New +$18.7K 0.01% 492
2018
Q2 		– Sell
-468
Closed -$23K – 756
2018
Q1 		$23K Sell
468
-2
-0.4% -$100 0.02% 444
2017
Q4 		$24K Buy
470
+376
+400% +$19.1K 0.02% 417
2017
Q3 		$5K Buy
+94
New +$4.8K ﹤0.01% 696

Other funds holding IUSB

Envestnet Asset Management
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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

Patriot Financial Group Insurance Agency's IUSB Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 21% in Q2 2026, selling an estimated $1.73M and leaving 139,732 shares worth $6.45M. The position accounts for 0.66% of the portfolio, ranked #35.

Patriot Financial Group Insurance Agency first reported a position in IUSB in Q3 2017 and has held it in 32 quarters since. The position peaked at $8.19M in Q1 2026. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 139,732 shares of iShares Core Universal USD Bond ETF worth $6.45M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 37,618 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $1.73M.
  • iShares Core Universal USD Bond ETF made up 0.66% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #35 holding.
  • Patriot Financial Group Insurance Agency first reported a position in iShares Core Universal USD Bond ETF in Q3 2017 and has held it in 32 quarters since.
  • Patriot Financial Group Insurance Agency's iShares Core Universal USD Bond ETF position peaked at $8.19M in Q1 2026.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.