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

Sowell 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 		$1M Buy
21,773
+2,985
+16% +$138K 0.03% 461
2026
Q1 		$868K Sell
18,788
-2,298
-11% -$107K 0.03% 471
2025
Q4 		$981K Sell
21,086
-10
-0% -$467 0.04% 444
2025
Q3 		$985K Buy
21,096
+553
+3% +$25.6K 0.04% 422
2025
Q2 		$950K Sell
20,543
-4,748
-19% -$217K 0.04% 427
2025
Q1 		$1.17M Sell
25,291
-2,597
-9% -$118K 0.05% 350
2024
Q4 		$1.26M Sell
27,888
-169,489
-86% -$7.78M 0.07% 279
2024
Q3 		$9.3M Sell
197,377
-15,913
-7% -$738K 0.43% 50
2024
Q2 		$9.64M Sell
213,290
-13,987
-6% -$629K 0.46% 45
2024
Q1 		$10.4M Buy
227,277
+25,703
+13% +$1.17M 0.49% 42
2023
Q4 		$9.29M Buy
201,574
+10,035
+5% +$444K 0.5% 43
2023
Q3 		$8.37M Buy
191,539
+77,948
+69% +$3.48M 0.53% 39
2023
Q2 		$5.17M Buy
113,591
+71,738
+171% +$3.28M 0.29% 87
2023
Q1 		$1.93M Buy
41,853
+2,342
+6% +$107K 0.15% 159
2022
Q4 		$1.77M Buy
39,511
+8,341
+27% +$373K 0.11% 207
2022
Q3 		$1.39M Buy
+31,170
New +$1.45M 0.14% 191
2022
Q1 		– Sell
-25,119
Closed -$1.33M – 340
2021
Q4 		$1.33M Buy
25,119
+5,680
+29% +$301K 0.08% 274
2021
Q3 		$1.03M Sell
19,439
-4,930
-20% -$265K 0.07% 290
2021
Q2 		$1.3M Sell
24,369
-2,621
-10% -$139K 0.09% 263
2021
Q1 		$1.44M Buy
26,990
+21,695
+410% +$1.16M 0.05% 315
2020
Q4 		$289K Buy
5,295
+1,297
+32% +$70.5K 0.01% 711
2020
Q3 		$217K Buy
3,998
+1,002
+33% +$54.7K 0.01% 704
2020
Q2 		$163K Buy
2,996
+356
+13% +$19.1K 0.01% 795
2020
Q1 		$139K Buy
2,640
+35
+1% +$1.84K 0.01% 757
2019
Q4 		$136K Sell
2,605
-77
-3% -$4.02K 0.01% 823
2019
Q3 		$141K Buy
+2,682
New +$140K 0.01% 736

Other funds holding IUSB

Envestnet Asset Management
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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

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

Sowell Financial Services increased its iShares Core Universal USD Bond ETF (IUSB) stake by 16% in Q2 2026, buying an estimated $138K and bringing the position to 21,773 shares worth $1M. The position accounts for 0.03% of the portfolio, ranked #461.

Sowell Financial Services first reported a position in IUSB in Q3 2019 and has held it in 26 quarters since. The position peaked at $10.4M in Q1 2024. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Sowell Financial Services held 21,773 shares of iShares Core Universal USD Bond ETF worth $1M as of Q2 2026.
  • Sowell Financial Services bought 2,985 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $138K.
  • iShares Core Universal USD Bond ETF made up 0.03% of Sowell Financial Services's portfolio in Q2 2026, its #461 holding.
  • Sowell Financial Services first reported a position in iShares Core Universal USD Bond ETF in Q3 2019 and has held it in 26 quarters since.
  • Sowell Financial Services's iShares Core Universal USD Bond ETF position peaked at $10.4M in Q1 2024.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.