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Payne Capital’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Payne Capital’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 		$972K Hold
21,054
– – 0.81% 28
2026
Q1 		$972K Hold
21,054
– – 0.89% 28
2025
Q4 		$980K Buy
21,054
+148
+0.7% +$6.92K 1% 25
2025
Q3 		$977K Buy
+20,906
New +$967K 0.99% 27

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

Payne Capital's IUSB Position: Q2 2026 in Review

Payne Capital held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q2 2026 at 21,054 shares worth $972K. The position accounts for 0.81% of the portfolio, ranked #28.

Payne Capital first reported a position in IUSB in Q3 2025 and has held it in 4 quarters since. The position peaked at $980K in Q4 2025. 847 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Payne Capital held 21,054 shares of iShares Core Universal USD Bond ETF worth $972K as of Q2 2026.
  • Payne Capital left its iShares Core Universal USD Bond ETF share count unchanged in Q2 2026.
  • iShares Core Universal USD Bond ETF made up 0.81% of Payne Capital's portfolio in Q2 2026, its #28 holding.
  • Payne Capital first reported a position in iShares Core Universal USD Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Payne Capital's iShares Core Universal USD Bond ETF position peaked at $980K in Q4 2025.
  • 847 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Payne Capital's 13F filing for Q2 2026, filed 11 Aug 2026.