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Security Financial Services’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Security Financial Services’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 		$12.8M Buy
276,857
+66,779
+32% +$3.08M 1.77% 13
2026
Q1 		$9.7M Buy
210,078
+12,893
+7% +$601K 1.53% 18
2025
Q4 		$9.18M Buy
197,185
+1,355
+0.7% +$63.3K 1.44% 22
2025
Q3 		$9.15M Sell
195,830
-32,607
-14% -$1.51M 1.48% 22
2025
Q2 		$10.6M Sell
228,437
-13,807
-6% -$630K 1.87% 15
2025
Q1 		$11.2M Sell
242,244
-9,304
-4% -$424K 2.22% 10
2024
Q4 		$11.4M Sell
251,548
-10,908
-4% -$501K 2.32% 10
2024
Q3 		$12.4M Buy
262,456
+6,925
+3% +$321K 2.52% 10
2024
Q2 		$11.6M Sell
255,531
-29,697
-10% -$1.34M 2.51% 9
2024
Q1 		$13M Buy
285,228
+55,015
+24% +$2.5M 2.93% 6
2023
Q4 		$10.6M Sell
230,213
-63,053
-22% -$2.79M 2.6% 5
2023
Q3 		$12.8M Buy
293,266
+36,961
+14% +$1.65M 3.62% 3
2023
Q2 		$11.7M Buy
256,305
+33,616
+15% +$1.54M 3.31% 4
2023
Q1 		$10.3M Buy
222,689
+2,828
+1% +$129K 3.12% 4
2022
Q4 		$9.88M Sell
219,861
-10,910
-5% -$488K 3.06% 5
2022
Q3 		$10.3M Sell
230,771
-26,020
-10% -$1.21M 3.5% 3
2022
Q2 		$12M Buy
256,791
+24,655
+11% +$1.17M 3.83% 3
2022
Q1 		$11.5M Buy
232,136
+91,423
+65% +$4.66M 3.65% 3
2021
Q4 		$7.45M Buy
+140,713
New +$7.46M 2.48% 7

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

Security Financial Services's IUSB Position: Q2 2026 in Review

Security Financial Services increased its iShares Core Universal USD Bond ETF (IUSB) stake by 32% in Q2 2026, buying an estimated $3.08M and bringing the position to 276,857 shares worth $12.8M. The position accounts for 1.77% of the portfolio, ranked #13.

Security Financial Services first reported a position in IUSB in Q4 2021 and has held it in 19 quarters since. The position peaked at $13M in Q1 2024. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Security Financial Services held 276,857 shares of iShares Core Universal USD Bond ETF worth $12.8M as of Q2 2026.
  • Security Financial Services bought 66,779 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $3.08M.
  • iShares Core Universal USD Bond ETF made up 1.77% of Security Financial Services's portfolio in Q2 2026, its #13 holding.
  • Security Financial Services first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Security Financial Services's iShares Core Universal USD Bond ETF position peaked at $13M in Q1 2024.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Security Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.