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Richard W. Paul & Associates’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Richard W. Paul & Associates’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 		$4.22M Buy
91,544
+1,969
+2% +$90.8K 1.29% 18
2026
Q1 		$4.14M Buy
89,575
+8,989
+11% +$419K 1.39% 18
2025
Q4 		$3.75M Buy
80,586
+8,061
+11% +$377K 1.25% 16
2025
Q3 		$3.39M Buy
72,525
+348
+0.5% +$16.1K 1.16% 19
2025
Q2 		$3.34M Sell
72,177
-933
-1% -$42.6K 1.21% 18
2025
Q1 		$3.37M Buy
73,110
+4,278
+6% +$195K 1.32% 16
2024
Q4 		$3.11M Buy
68,832
+1,166
+2% +$53.5K 1.13% 15
2024
Q3 		$3.19M Buy
67,666
+1,346
+2% +$62.5K 1.15% 15
2024
Q2 		$3M Buy
66,320
+3,601
+6% +$162K 1.16% 16
2024
Q1 		$2.86M Buy
+62,719
New +$2.85M 1.14% 16

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

Richard W. Paul & Associates's IUSB Position: Q2 2026 in Review

Richard W. Paul & Associates increased its iShares Core Universal USD Bond ETF (IUSB) stake by 2.2% in Q2 2026, buying an estimated $90.8K and bringing the position to 91,544 shares worth $4.22M. The position accounts for 1.29% of the portfolio, ranked #18.

Richard W. Paul & Associates first reported a position in IUSB in Q1 2024 and has held it in 10 quarters since. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Richard W. Paul & Associates held 91,544 shares of iShares Core Universal USD Bond ETF worth $4.22M as of Q2 2026.
  • Richard W. Paul & Associates bought 1,969 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $90.8K.
  • iShares Core Universal USD Bond ETF made up 1.29% of Richard W. Paul & Associates's portfolio in Q2 2026, its #18 holding.
  • Richard W. Paul & Associates first reported a position in iShares Core Universal USD Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.