QP
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Quartz Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Quartz Partners’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 		$1.3M Buy
28,231
+8,123
+40% +$375K 0.43% 58
2026
Q1 		$929K Sell
20,108
-4,442
-18% -$207K 0.36% 59
2025
Q4 		$1.14M Buy
24,550
+615
+3% +$28.7K 0.43% 52
2025
Q3 		$1.12M Buy
23,935
+1,714
+8% +$79.3K 0.4% 58
2025
Q2 		$1.03M Buy
22,221
+22
+0.1% +$1K 0.47% 50
2025
Q1 		$1.02M Buy
22,199
+1,786
+9% +$81.4K 0.62% 45
2024
Q4 		$923K Sell
20,413
-2,383
-10% -$109K 0.56% 49
2024
Q3 		$1.07M Buy
+22,796
New +$1.06M 0.67% 47

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

Quartz Partners's IUSB Position: Q2 2026 in Review

Quartz Partners increased its iShares Core Universal USD Bond ETF (IUSB) stake by 40% in Q2 2026, buying an estimated $375K and bringing the position to 28,231 shares worth $1.3M. The position accounts for 0.43% of the portfolio, ranked #58.

Quartz Partners first reported a position in IUSB in Q3 2024 and has held it in 8 quarters since. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Quartz Partners held 28,231 shares of iShares Core Universal USD Bond ETF worth $1.3M as of Q2 2026.
  • Quartz Partners bought 8,123 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $375K.
  • iShares Core Universal USD Bond ETF made up 0.43% of Quartz Partners's portfolio in Q2 2026, its #58 holding.
  • Quartz Partners first reported a position in iShares Core Universal USD Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Quartz Partners's 13F filing for Q2 2026, filed 10 Aug 2026.