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Spinnaker Investment Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Spinnaker Investment 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 		$857K Buy
+18,575
New +$857K 0.14% 65
2026
Q1 		– Sell
-9,923
Closed -$462K – 160
2025
Q4 		$462K Sell
9,923
-179
-2% -$8.37K 0.08% 94
2025
Q3 		$472K Buy
+10,102
New +$467K 0.09% 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

Spinnaker Investment Group's IUSB Position: Q2 2026 in Review

Spinnaker Investment Group opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q2 2026: 18,575 shares worth $857K. The stake represents 0.14% of the portfolio and ranks #65 among its holdings. This is a return to the name: Spinnaker Investment Group previously reported a position in IUSB as recently as Q4 2025.

Spinnaker Investment Group first reported a position in IUSB in Q3 2025 and has held it in 3 quarters since. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Spinnaker Investment Group held 18,575 shares of iShares Core Universal USD Bond ETF worth $857K as of Q2 2026.
  • iShares Core Universal USD Bond ETF was a new Spinnaker Investment Group position in Q2 2026.
  • iShares Core Universal USD Bond ETF made up 0.14% of Spinnaker Investment Group's portfolio in Q2 2026, its #65 holding.
  • Spinnaker Investment Group first reported a position in iShares Core Universal USD Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.