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Savant Capital’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Savant Capital’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 		$678K Buy
+14,690
New +$677K ﹤0.01% 1057
2025
Q4 		– Sell
-10,976
Closed -$513K – 1403
2025
Q3 		$513K Sell
10,976
-48
-0.4% -$2.22K ﹤0.01% 785
2025
Q2 		$510K Buy
11,024
+1,980
+22% +$90.4K ﹤0.01% 734
2025
Q1 		$417K Buy
9,044
+298
+3% +$13.6K ﹤0.01% 721
2024
Q4 		$395K Sell
8,746
-2,024
-19% -$92.9K ﹤0.01% 983
2024
Q3 		$508K Buy
10,770
+465
+5% +$21.6K ﹤0.01% 862
2024
Q2 		$466K Buy
10,305
+2,902
+39% +$130K ﹤0.01% 817
2024
Q1 		$338K Buy
7,403
+313
+4% +$14.2K ﹤0.01% 864
2023
Q4 		$327K Sell
7,090
-1,676
-19% -$74.1K ﹤0.01% 679
2023
Q3 		$383K Sell
8,766
-86
-1% -$3.84K 0.01% 592
2023
Q2 		$403K Buy
8,852
+1,980
+29% +$90.6K 0.01% 561
2023
Q1 		$317K Buy
6,872
+145
+2% +$6.64K 0.01% 585
2022
Q4 		$287K Buy
6,727
+400
+6% +$17.9K 0.01% 473
2022
Q3 		$282K Buy
6,327
+39
+0.6% +$1.82K 0.01% 436
2022
Q2 		$294K Sell
6,288
-2,606
-29% -$124K 0.01% 437
2022
Q1 		$441K Sell
8,894
-390
-4% -$19.9K 0.01% 380
2021
Q4 		$491K Buy
9,284
+457
+5% +$24.2K 0.02% 358
2021
Q3 		$470K Buy
8,827
+2,667
+43% +$143K 0.02% 342
2021
Q2 		$329K Buy
6,160
+26
+0.4% +$1.38K 0.01% 391
2021
Q1 		$324K Buy
6,134
+21
+0.3% +$1.13K 0.02% 359
2020
Q4 		$334K Buy
6,113
+57
+0.9% +$3.1K 0.02% 333
2020
Q3 		$329K Buy
6,056
+49
+0.8% +$2.68K 0.02% 318
2020
Q2 		$326K Buy
6,007
+84
+1% +$4.5K 0.02% 312
2020
Q1 		$311K Buy
+5,923
New +$311K 0.03% 286

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

Savant Capital's IUSB Position: Q2 2026 in Review

Savant Capital opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q2 2026: 14,690 shares worth $678K. The stake represents ﹤0.01% of the portfolio and ranks #1057 among its holdings. This is a return to the name: Savant Capital previously reported a position in IUSB as recently as Q3 2025.

Savant Capital first reported a position in IUSB in Q1 2020 and has held it in 24 quarters since. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Savant Capital held 14,690 shares of iShares Core Universal USD Bond ETF worth $678K as of Q2 2026.
  • iShares Core Universal USD Bond ETF was a new Savant Capital position in Q2 2026.
  • iShares Core Universal USD Bond ETF made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1057 holding.
  • Savant Capital first reported a position in iShares Core Universal USD Bond ETF in Q1 2020 and has held it in 24 quarters since.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.