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

Stash 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 		$51.1M Buy
1,108,163
+119,553
+12% +$5.51M 16.48% 4
2026
Q1 		$45.7M Buy
988,610
+43,523
+5% +$2.03M 17.71% 4
2025
Q4 		$44M Buy
945,087
+75,005
+9% +$3.51M 17.63% 3
2025
Q3 		$40.6M Buy
870,082
+68,843
+9% +$3.18M 17.48% 3
2025
Q2 		$37M Buy
801,239
+64,579
+9% +$2.95M 17.57% 3
2025
Q1 		$33.9M Buy
736,660
+31,547
+4% +$1.44M 18.18% 2
2024
Q4 		$31.9M Buy
705,113
+67,761
+11% +$3.11M 18% 2
2024
Q3 		$30M Buy
637,352
+36,619
+6% +$1.7M 17.73% 2
2024
Q2 		$27.2M Buy
600,733
+52,166
+10% +$2.35M 17.91% 2
2024
Q1 		$25M Buy
548,567
+65,183
+13% +$2.97M 17.89% 2
2023
Q4 		$22.3M Buy
+483,384
New +$21.4M 18.1% 2

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

Stash Investments's IUSB Position: Q2 2026 in Review

Stash Investments increased its iShares Core Universal USD Bond ETF (IUSB) stake by 12% in Q2 2026, buying an estimated $5.51M and bringing the position to 1,108,163 shares worth $51.1M. The position accounts for 16.48% of the portfolio, ranked #4.

Stash Investments first reported a position in IUSB in Q4 2023 and has held it in 11 quarters since. 852 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Stash Investments held 1,108,163 shares of iShares Core Universal USD Bond ETF worth $51.1M as of Q2 2026.
  • Stash Investments bought 119,553 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $5.51M.
  • iShares Core Universal USD Bond ETF made up 16.48% of Stash Investments's portfolio in Q2 2026, its #4 holding.
  • Stash Investments first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 852 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Stash Investments's 13F filing for Q2 2026, filed 29 Jul 2026.