Raymond James Financial
IUSB icon

Raymond James Financial’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Raymond James Financial’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
Q1 		$228M Buy
4,938,217
+411,929
+9% +$19.2M 0.07% 246
2025
Q4 		$211M Buy
4,526,288
+252,840
+6% +$11.8M 0.07% 260
2025
Q3 		$200M Buy
4,273,448
+168,806
+4% +$7.81M 0.06% 272
2025
Q2 		$190M Buy
4,104,642
+47,708
+1% +$2.18M 0.07% 271
2025
Q1 		$187M Sell
4,056,934
-13,413
-0.3% -$611K 0.07% 254
2024
Q4 		$184M Buy
+4,070,347
New +$187M 0.07% 261

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Raymond James Financial's IUSB Position: Q1 2026 in Review

Raymond James Financial increased its iShares Core Universal USD Bond ETF (IUSB) stake by 9.1% in Q1 2026, buying an estimated $19.2M and bringing the position to 4,938,217 shares worth $228M. The position accounts for 0.07% of the portfolio, ranked #246.

Raymond James Financial first reported a position in IUSB in Q4 2024 and has held it in 6 quarters since. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Raymond James Financial held 4,938,217 shares of iShares Core Universal USD Bond ETF worth $228M as of Q1 2026.
  • Raymond James Financial bought 411,929 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $19.2M.
  • iShares Core Universal USD Bond ETF made up 0.07% of Raymond James Financial's portfolio in Q1 2026, its #246 holding.
  • Raymond James Financial first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.