SPIA
IUSB icon

Steward Partners Investment Advisory’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Steward Partners Investment Advisory’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 		$8.04M Buy
174,307
+46,281
+36% +$2.13M 0.04% 405
2026
Q1 		$5.91M Buy
128,026
+52,053
+69% +$2.43M 0.03% 455
2025
Q4 		$3.54M Sell
75,973
-249
-0.3% -$11.6K 0.02% 585
2025
Q3 		$3.56M Sell
76,222
-13,571
-15% -$628K 0.02% 574
2025
Q2 		$4.15M Sell
89,793
-6,907
-7% -$315K 0.03% 476
2025
Q1 		$4.46M Buy
96,700
+6,895
+8% +$314K 0.04% 430
2024
Q4 		$4.06M Buy
89,805
+9,218
+11% +$423K 0.04% 429
2024
Q3 		$3.8M Buy
80,587
+10,292
+15% +$478K 0.04% 444
2024
Q2 		$3.18M Sell
70,295
-8,566
-11% -$385K 0.03% 459
2024
Q1 		$3.6M Buy
78,861
+19,820
+34% +$902K 0.04% 407
2023
Q4 		$2.72M Sell
59,041
-252,447
-81% -$11.2M 0.04% 428
2023
Q3 		$13.6M Sell
311,488
-22,121
-7% -$989K 0.21% 106
2023
Q2 		$15.2M Buy
333,609
+29,389
+10% +$1.34M 0.23% 94
2023
Q1 		$14M Buy
304,220
+47,669
+19% +$2.18M 0.22% 101
2022
Q4 		$11.5M Buy
256,551
+55,219
+27% +$2.47M 0.2% 129
2022
Q3 		$8.96M Buy
201,332
+5,625
+3% +$262K 0.17% 146
2022
Q2 		$9.16M Buy
195,707
+8,015
+4% +$381K 0.17% 142
2022
Q1 		$9.31M Buy
187,692
+36,967
+25% +$1.88M 0.14% 165
2021
Q4 		$7.98M Buy
150,725
+950
+0.6% +$50.4K 0.12% 186
2021
Q3 		$7.97M Sell
149,775
-4,398
-3% -$236K 0.14% 174
2021
Q2 		$8.25M Buy
154,173
+20,555
+15% +$1.09M 0.14% 160
2021
Q1 		$7.05M Buy
133,618
+127,582
+2,114% +$6.84M 0.12% 175
2020
Q4 		$329K Buy
6,036
+65
+1% +$3.53K 0.01% 882
2020
Q3 		$325K Buy
5,971
+5,886
+6,925% +$321K 0.01% 793
2020
Q2 		$5K Hold
85
– – ﹤0.01% 2271
2020
Q1 		$4K Hold
85
– – ﹤0.01% 2144
2019
Q4 		$4K Hold
85
– – ﹤0.01% 2305
2019
Q3 		$4K Hold
85
– – ﹤0.01% 2301
2019
Q2 		$4K Buy
+85
New +$4.32K ﹤0.01% 2278
2018
Q4 		– Sell
-85
Closed -$4K – 1453
2018
Q3 		$4K Buy
+85
New +$4.19K ﹤0.01% 2199

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

Steward Partners Investment Advisory's IUSB Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its iShares Core Universal USD Bond ETF (IUSB) stake by 36% in Q2 2026, buying an estimated $2.13M and bringing the position to 174,307 shares worth $8.04M. The position accounts for 0.04% of the portfolio, ranked #405.

Steward Partners Investment Advisory first reported a position in IUSB in Q3 2018 and has held it in 30 quarters since. The position peaked at $15.2M in Q2 2023. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Steward Partners Investment Advisory held 174,307 shares of iShares Core Universal USD Bond ETF worth $8.04M as of Q2 2026.
  • Steward Partners Investment Advisory bought 46,281 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $2.13M.
  • iShares Core Universal USD Bond ETF made up 0.04% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #405 holding.
  • Steward Partners Investment Advisory first reported a position in iShares Core Universal USD Bond ETF in Q3 2018 and has held it in 30 quarters since.
  • Steward Partners Investment Advisory's iShares Core Universal USD Bond ETF position peaked at $15.2M in Q2 2023.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.