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SteelPeak Wealth’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

SteelPeak Wealth’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 		$63.5M Buy
1,376,841
+285,882
+26% +$13.2M 1.65% 14
2026
Q1 		$50.4M Sell
1,090,959
-2,618
-0.2% -$122K 1.54% 11
2025
Q4 		$50.9M Buy
1,093,577
+20,492
+2% +$958K 1.66% 11
2025
Q3 		$50.1M Sell
1,073,085
-127,264
-11% -$5.89M 1.67% 12
2025
Q2 		$55.5M Sell
1,200,349
-136,076
-10% -$6.21M 2.14% 8
2025
Q1 		$61.6M Buy
1,336,425
+115,094
+9% +$5.25M 2.56% 6
2024
Q4 		$55.2M Buy
1,221,331
+46,101
+4% +$2.12M 2.24% 9
2024
Q3 		$55.4M Buy
1,175,230
+162,393
+16% +$7.54M 2.41% 7
2024
Q2 		$45.8M Buy
1,012,837
+21,998
+2% +$989K 2.12% 8
2024
Q1 		$45.2M Buy
990,839
+442,607
+81% +$20.1M 2.27% 7
2023
Q4 		$25.3M Sell
548,232
-258,010
-32% -$11.4M 1.46% 14
2023
Q3 		$35.2M Sell
806,242
-351,748
-30% -$15.7M 2.21% 8
2023
Q2 		$52.7M Buy
1,157,990
+12,560
+1% +$575K 3.12% 4
2023
Q1 		$52.9M Buy
1,145,430
+480,378
+72% +$22M 3.59% 3
2022
Q4 		$29.9M Sell
665,052
-139,354
-17% -$6.23M 2.19% 6
2022
Q3 		$35.8M Buy
804,406
+39,360
+5% +$1.84M 2.66% 6
2022
Q2 		$35.8M Buy
765,046
+16,145
+2% +$767K 2.57% 6
2022
Q1 		$37.2M Buy
748,901
+157,728
+27% +$8.04M 2.1% 10
2021
Q4 		$31.3M Buy
591,173
+42,506
+8% +$2.25M 1.77% 13
2021
Q3 		$29.2M Buy
548,667
+16,244
+3% +$873K 1.93% 8
2021
Q2 		$28.5M Buy
532,423
+135,721
+34% +$7.21M 1.99% 6
2021
Q1 		$20.9M Buy
+396,702
New +$21.3M 1.65% 12

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

SteelPeak Wealth's IUSB Position: Q2 2026 in Review

SteelPeak Wealth increased its iShares Core Universal USD Bond ETF (IUSB) stake by 26% in Q2 2026, buying an estimated $13.2M and bringing the position to 1,376,841 shares worth $63.5M. The position accounts for 1.65% of the portfolio, ranked #14.

SteelPeak Wealth first reported a position in IUSB in Q1 2021 and has held it in 22 quarters since. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • SteelPeak Wealth held 1,376,841 shares of iShares Core Universal USD Bond ETF worth $63.5M as of Q2 2026.
  • SteelPeak Wealth bought 285,882 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $13.2M.
  • iShares Core Universal USD Bond ETF made up 1.65% of SteelPeak Wealth's portfolio in Q2 2026, its #14 holding.
  • SteelPeak Wealth first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.