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Principal Securities’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Principal Securities’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 		$35.1M Buy
760,235
+145,938
+24% +$6.73M 0.42% 42
2026
Q1 		$28.4M Buy
614,297
+70,971
+13% +$3.31M 0.42% 44
2025
Q4 		$25.3M Buy
543,326
+18,631
+4% +$871K 0.39% 48
2025
Q3 		$24.5M Buy
524,695
+57,121
+12% +$2.64M 0.4% 47
2025
Q2 		$21.6M Buy
467,574
+65,520
+16% +$2.99M 0.41% 47
2025
Q1 		$18.2M Buy
402,054
+1,369
+0.3% +$62.4K 0.41% 52
2024
Q4 		$18.1M Buy
400,685
+169,697
+73% +$7.79M 0.41% 52
2024
Q3 		$10.9M Buy
230,988
+44,888
+24% +$2.08M 0.26% 75
2024
Q2 		$8.42M Buy
186,100
+35,863
+24% +$1.61M 0.23% 82
2024
Q1 		$6.85M Buy
150,237
+29,433
+24% +$1.34M 0.21% 92
2023
Q4 		$5.57M Buy
+120,804
New +$5.34M 0.21% 100

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

Principal Securities's IUSB Position: Q2 2026 in Review

Principal Securities increased its iShares Core Universal USD Bond ETF (IUSB) stake by 24% in Q2 2026, buying an estimated $6.73M and bringing the position to 760,235 shares worth $35.1M. The position accounts for 0.42% of the portfolio, ranked #42.

Principal Securities first reported a position in IUSB in Q4 2023 and has held it in 11 quarters since. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Principal Securities held 760,235 shares of iShares Core Universal USD Bond ETF worth $35.1M as of Q2 2026.
  • Principal Securities bought 145,938 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $6.73M.
  • iShares Core Universal USD Bond ETF made up 0.42% of Principal Securities's portfolio in Q2 2026, its #42 holding.
  • Principal Securities first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.