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Patriot Investment Management Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Patriot Investment Management 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 		$2.56M Buy
55,389
+16
+0% +$738 0.15% 62
2026
Q1 		$2.56M Sell
55,373
-14
-0% -$652 0.16% 61
2025
Q4 		$2.58M Buy
55,387
+11,420
+26% +$534K 0.16% 58
2025
Q3 		$2.05M Buy
43,967
+16
+0% +$740 0.13% 67
2025
Q2 		$2.03M Sell
43,951
-425
-1% -$19.4K 0.14% 66
2025
Q1 		$2.04M Buy
44,376
+10
+0% +$456 0.15% 64
2024
Q4 		$2.01M Hold
44,366
– – 0.15% 66
2024
Q3 		$2.09M Buy
44,366
+59
+0.1% +$2.74K 0.15% 64
2024
Q2 		$2M Sell
44,307
-2,215
-5% -$99.6K 0.16% 62
2024
Q1 		$2.12M Buy
46,522
+2,303
+5% +$105K 0.17% 62
2023
Q4 		$2.04M Sell
44,219
-40,315
-48% -$1.78M 0.17% 64
2023
Q3 		$3.7M Buy
84,534
+7,263
+9% +$325K 0.34% 43
2023
Q2 		$3.51M Sell
77,271
-21,437
-22% -$981K 0.3% 46
2023
Q1 		$4.56M Sell
98,708
-22,498
-19% -$1.03M 0.4% 41
2022
Q4 		$5.62M Buy
121,206
+8,507
+8% +$381K 0.49% 37
2022
Q3 		$5.01M Buy
112,699
+12,815
+13% +$598K 0.52% 34
2022
Q2 		$4.68M Buy
99,884
+63,649
+176% +$3.02M 0.46% 36
2022
Q1 		$1.8M Sell
36,235
-9,982
-22% -$509K 0.16% 79
2021
Q4 		$2.45M Buy
46,217
+1,229
+3% +$65.2K 0.21% 61
2021
Q3 		$2.4M Sell
44,988
-5,863
-12% -$315K 0.22% 55
2021
Q2 		$2.72M Buy
50,851
+1,399
+3% +$74.3K 0.25% 51
2021
Q1 		$2.61M Buy
49,452
+30,448
+160% +$1.63M 0.26% 52
2020
Q4 		$1.04M Sell
19,004
-21,149
-53% -$1.15M 0.16% 74
2020
Q3 		$2.18M Buy
40,153
+13,466
+50% +$736K 0.26% 54
2020
Q2 		$1.45M Buy
26,687
+1
+0% +$54 0.18% 70
2020
Q1 		$1.4M Buy
26,686
+55
+0.2% +$2.89K 0.21% 63
2019
Q4 		$1.39M Sell
26,631
-305
-1% -$15.9K 0.18% 74
2019
Q3 		$1.42M Buy
26,936
+2,014
+8% +$105K 0.2% 68
2019
Q2 		$1.29M Buy
24,922
+2,598
+12% +$132K 0.18% 78
2019
Q1 		$1.13M Buy
+22,324
New +$1.11M 0.17% 84

Other funds holding IUSB

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Patriot Investment Management Group's IUSB Position: Q2 2026 in Review

Patriot Investment Management Group increased its iShares Core Universal USD Bond ETF (IUSB) stake by 0.03% in Q2 2026, buying an estimated $738 and bringing the position to 55,389 shares worth $2.56M. The position accounts for 0.15% of the portfolio, ranked #62.

Patriot Investment Management Group first reported a position in IUSB in Q1 2019 and has held it in 30 quarters since. The position peaked at $5.62M in Q4 2022. 299 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Patriot Investment Management Group held 55,389 shares of iShares Core Universal USD Bond ETF worth $2.56M as of Q2 2026.
  • Patriot Investment Management Group bought 16 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $738.
  • iShares Core Universal USD Bond ETF made up 0.15% of Patriot Investment Management Group's portfolio in Q2 2026, its #62 holding.
  • Patriot Investment Management Group first reported a position in iShares Core Universal USD Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • Patriot Investment Management Group's iShares Core Universal USD Bond ETF position peaked at $5.62M in Q4 2022.
  • 299 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.