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Sovereign Financial Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Sovereign Financial Group’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 		$3.27M Buy
70,913
+19,936
+39% +$919K 0.5% 30
2026
Q1 		$2.35M Buy
50,977
+1,501
+3% +$69.9K 0.41% 39
2025
Q4 		$2.3M Sell
49,476
-7,990
-14% -$373K 0.4% 42
2025
Q3 		$2.68M Sell
57,466
-12,989
-18% -$601K 0.5% 31
2025
Q2 		$3.26M Sell
70,455
-334
-0.5% -$15.2K 0.67% 27
2025
Q1 		$3.26M Sell
70,789
-1,322
-2% -$60.2K 0.75% 28
2024
Q4 		$3.26M Sell
72,111
-16,986
-19% -$780K 0.75% 26
2024
Q3 		$4.2M Buy
89,097
+19,374
+28% +$899K 0.98% 20
2024
Q2 		$3.15M Buy
69,723
+11,694
+20% +$526K 0.79% 25
2024
Q1 		$2.65M Buy
58,029
+18,160
+46% +$826K 0.7% 27
2023
Q4 		$1.84M Sell
39,869
-13,617
-25% -$602K 0.56% 28
2023
Q3 		$2.34M Sell
53,486
-13,850
-21% -$619K 0.83% 25
2023
Q2 		$3.06M Buy
67,336
+17,078
+34% +$781K 1% 22
2023
Q1 		$2.32M Buy
50,258
+9,937
+25% +$455K 0.86% 26
2022
Q4 		$1.81M Buy
40,321
+19,942
+98% +$892K 0.71% 37
2022
Q3 		$907K Sell
20,379
-1,365
-6% -$63.7K 0.37% 66
2022
Q2 		$1.02M Buy
21,744
+5,513
+34% +$262K 0.4% 62
2022
Q1 		$806K Buy
16,231
+2,150
+15% +$110K 0.3% 84
2021
Q4 		$745K Buy
+14,081
New +$747K 0.3% 85

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

Sovereign Financial Group's IUSB Position: Q2 2026 in Review

Sovereign Financial Group increased its iShares Core Universal USD Bond ETF (IUSB) stake by 39% in Q2 2026, buying an estimated $919K and bringing the position to 70,913 shares worth $3.27M. The position accounts for 0.5% of the portfolio, ranked #30.

Sovereign Financial Group first reported a position in IUSB in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.2M in Q3 2024. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Sovereign Financial Group held 70,913 shares of iShares Core Universal USD Bond ETF worth $3.27M as of Q2 2026.
  • Sovereign Financial Group bought 19,936 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $919K.
  • iShares Core Universal USD Bond ETF made up 0.5% of Sovereign Financial Group's portfolio in Q2 2026, its #30 holding.
  • Sovereign Financial Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Sovereign Financial Group's iShares Core Universal USD Bond ETF position peaked at $4.2M in Q3 2024.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.