SEI Investments’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

SEI Investments’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	$232K	Buy	5,017 +367	+8%	+$16.9K	﹤0.01%	2986
2026 Q1	$215K	Sell	4,650 -4,298	-48%	-$200K	﹤0.01%	2956
2025 Q4	$416K	Buy	+8,948	New	+$418K	﹤0.01%	2593
2018 Q3	–	Sell	-282	Closed	-$14K	–	2966
2018 Q2	$14K	Sell	282 -400	-59%	-$19.7K	﹤0.01%	2903
2018 Q1	$34K	Buy	682 +135	+25%	+$6.76K	﹤0.01%	2480
2017 Q4	$28K	Buy	547 +280	+105%	+$14.3K	﹤0.01%	2509
2017 Q3	$14K	Buy	267 +212	+385%	+$10.8K	﹤0.01%	2596
2017 Q2	$3K	Buy	55 +21	+62%	+$1.07K	﹤0.01%	2813
2017 Q1	$2K	Buy	+34	New	+$1.71K	﹤0.01%	2713
2016 Q4	–	Sell	-60	Closed	-$3K	–	2990
2016 Q3	$3K	Buy	+60	New	+$3.13K	﹤0.01%	2604

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SEI Investments's IUSB Position: Q2 2026 in Review

SEI Investments increased its iShares Core Universal USD Bond ETF (IUSB) stake by 7.9% in Q2 2026, buying an estimated $16.9K and bringing the position to 5,017 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #2986.

SEI Investments first reported a position in IUSB in Q3 2016 and has held it in 10 quarters since. The position peaked at $416K in Q4 2025. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

SEI Investments held 5,017 shares of iShares Core Universal USD Bond ETF worth $232K as of Q2 2026.
SEI Investments bought 367 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $16.9K.
iShares Core Universal USD Bond ETF made up ﹤0.01% of SEI Investments's portfolio in Q2 2026, its #2986 holding.
SEI Investments first reported a position in iShares Core Universal USD Bond ETF in Q3 2016 and has held it in 10 quarters since.
SEI Investments's iShares Core Universal USD Bond ETF position peaked at $416K in Q4 2025.
855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.