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Stephens Inc’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Stephens Inc’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
Q1 		$1M Sell
21,705
-5,640
-21% -$263K 0.01% 639
2025
Q4 		$1.27M Sell
27,345
-1,490
-5% -$69.6K 0.02% 581
2025
Q3 		$1.35M Sell
28,835
-935
-3% -$43.2K 0.02% 570
2025
Q2 		$1.38M Sell
29,770
-365
-1% -$16.7K 0.02% 545
2025
Q1 		$1.39M Sell
30,135
-5,715
-16% -$260K 0.02% 551
2024
Q4 		$1.62M Sell
35,850
-2,922
-8% -$134K 0.02% 491
2024
Q3 		$1.83M Sell
38,772
-1,333
-3% -$61.9K 0.03% 465
2024
Q2 		$1.81M Sell
40,105
-1,170
-3% -$52.6K 0.03% 449
2024
Q1 		$1.88M Buy
41,275
+249
+0.6% +$11.3K 0.03% 438
2023
Q4 		$1.89M Sell
41,026
-4,456
-10% -$197K 0.03% 412
2023
Q3 		$1.99M Sell
45,482
-958
-2% -$42.8K 0.04% 371
2023
Q2 		$2.11M Buy
46,440
+80
+0.2% +$3.66K 0.04% 370
2023
Q1 		$2.14M Buy
46,360
+2,056
+5% +$94.1K 0.04% 375
2022
Q4 		$1.99M Sell
44,304
-970
-2% -$43.4K 0.04% 373
2022
Q3 		$2.02M Sell
45,274
-2,001
-4% -$93.3K 0.04% 363
2022
Q2 		$2.21M Sell
47,275
-1,210
-2% -$57.5K 0.04% 352
2022
Q1 		$2.41M Sell
48,485
-1,000
-2% -$51K 0.04% 386
2021
Q4 		$2.62M Sell
49,485
-4,160
-8% -$221K 0.04% 397
2021
Q3 		$2.86M Buy
53,645
+10,400
+24% +$559K 0.04% 383
2021
Q2 		$2.31M Buy
43,245
+1,165
+3% +$61.9K 0.03% 445
2021
Q1 		$2.22M Buy
42,080
+3,358
+9% +$180K 0.04% 439
2020
Q4 		$2.11M Sell
38,722
-2,390
-6% -$130K 0.04% 415
2020
Q3 		$2.24M Buy
41,112
+100
+0.2% +$5.46K 0.04% 368
2020
Q2 		$2.23M Sell
41,012
-100
-0.2% -$5.36K 0.05% 357
2020
Q1 		$2.16M Sell
41,112
-2,350
-5% -$123K 0.06% 330
2019
Q4 		$2.27M Sell
43,462
-650
-1% -$33.9K 0.05% 372
2019
Q3 		$2.31M Buy
44,112
+440
+1% +$22.9K 0.05% 355
2019
Q2 		$2.26M Sell
43,672
-15
-0% -$762 0.05% 383
2019
Q1 		$2.21M Buy
43,687
+1,280
+3% +$63.7K 0.05% 379
2018
Q4 		$2.09M Buy
42,407
+850
+2% +$41.4K 0.06% 345
2018
Q3 		$2.04M Buy
41,557
+35
+0.1% +$1.73K 0.05% 395
2018
Q2 		$2.05M Sell
41,522
-620
-1% -$30.6K 0.06% 326
2018
Q1 		$2.1M Buy
42,142
+1,140
+3% +$57.1K 0.08% 271
2017
Q4 		$2.09M Buy
41,002
+3,555
+9% +$181K 0.08% 262
2017
Q3 		$1.91M Buy
37,447
+2,650
+8% +$135K 0.07% 265
2017
Q2 		$1.77M Buy
34,797
+5,915
+20% +$301K 0.06% 314
2017
Q1 		$1.46M Buy
28,882
+2,879
+11% +$145K 0.05% 344
2016
Q4 		$1.31M Buy
26,003
+9,656
+59% +$491K 0.05% 334
2016
Q3 		$852K Buy
+16,347
New +$851K 0.04% 399

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Stephens Inc's IUSB Position: Q1 2026 in Review

Stephens Inc reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 21% in Q1 2026, selling an estimated $263K and leaving 21,705 shares worth $1M. The position accounts for 0.01% of the portfolio, ranked #639.

Stephens Inc first reported a position in IUSB in Q3 2016 and has held it in 39 quarters since. The position peaked at $2.86M in Q3 2021. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Stephens Inc held 21,705 shares of iShares Core Universal USD Bond ETF worth $1M as of Q1 2026.
  • Stephens Inc sold 5,640 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $263K.
  • iShares Core Universal USD Bond ETF made up 0.01% of Stephens Inc's portfolio in Q1 2026, its #639 holding.
  • Stephens Inc first reported a position in iShares Core Universal USD Bond ETF in Q3 2016 and has held it in 39 quarters since.
  • Stephens Inc's iShares Core Universal USD Bond ETF position peaked at $2.86M in Q3 2021.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.