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Smartleaf Asset Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Smartleaf Asset Management’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 		$2.49M Hold
53,653
– – 0.08% 220
2026
Q1 		$2.47M Buy
53,653
+7,057
+15% +$329K 0.09% 206
2025
Q4 		$2.17M Buy
46,596
+644
+1% +$30.1K 0.08% 214
2025
Q3 		$2.15M Sell
45,952
-11,774
-20% -$545K 0.13% 168
2025
Q2 		$2.66M Buy
57,726
+13,008
+29% +$594K 0.23% 88
2025
Q1 		$2.06M Buy
44,718
+25,677
+135% +$1.17M 0.2% 109
2024
Q4 		$861K Buy
19,041
+6,920
+57% +$318K 0.09% 246
2024
Q3 		$573K Buy
12,121
+2,693
+29% +$125K 0.07% 280
2024
Q2 		$428K Buy
9,428
+513
+6% +$23.1K 0.07% 261
2024
Q1 		$407K Buy
8,915
+2,954
+50% +$134K 0.08% 244
2023
Q4 		$275K Buy
+5,961
New +$263K 0.07% 261

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

Smartleaf Asset Management's IUSB Position: Q2 2026 in Review

Smartleaf Asset Management held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q2 2026 at 53,653 shares worth $2.49M. The position accounts for 0.08% of the portfolio, ranked #220.

Smartleaf Asset Management first reported a position in IUSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.66M in Q2 2025. 860 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Smartleaf Asset Management held 53,653 shares of iShares Core Universal USD Bond ETF worth $2.49M as of Q2 2026.
  • Smartleaf Asset Management left its iShares Core Universal USD Bond ETF share count unchanged in Q2 2026.
  • iShares Core Universal USD Bond ETF made up 0.08% of Smartleaf Asset Management's portfolio in Q2 2026, its #220 holding.
  • Smartleaf Asset Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's iShares Core Universal USD Bond ETF position peaked at $2.66M in Q2 2025.
  • 860 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.