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
Q3 		$256M Buy
5,797,649
+441,584
+8% +$20M 0.07% 248
2026
Q2 		$247M Buy
5,356,065
+417,848
+8% +$19.3M 0.07% 255
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Raymond James Financial's IUSB Position: Q3 2026 in Review

Raymond James Financial increased its iShares Core Universal USD Bond ETF (IUSB) stake by 8.2% in Q3 2026, buying an estimated $20M and bringing the position to 5,797,649 shares worth $256M. The position accounts for 0.07% of the portfolio, ranked #248.

Raymond James Financial first reported a position in IUSB in Q4 2024 and has held it in 8 quarters since. 786 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • Raymond James Financial held 5,797,649 shares of iShares Core Universal USD Bond ETF worth $256M as of Q3 2026.
  • Raymond James Financial bought 441,584 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $20M.
  • iShares Core Universal USD Bond ETF made up 0.07% of Raymond James Financial's portfolio in Q3 2026, its #248 holding.
  • Raymond James Financial first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • 786 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.