Stifel Financial
IUSB icon

Stifel Financial’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Stifel Financial’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 		$135M Buy
2,926,345
+200,483
+7% +$9.34M 0.12% 186
2025
Q4 		$127M Buy
2,725,862
+200,321
+8% +$9.36M 0.11% 186
2025
Q3 		$118M Sell
2,525,541
-287,329
-10% -$13.3M 0.11% 193
2025
Q2 		$130M Sell
2,812,870
-240,555
-8% -$11M 0.13% 171
2025
Q1 		$141M Buy
3,053,425
+118,985
+4% +$5.42M 0.15% 154
2024
Q4 		$133M Sell
2,934,440
-229,359
-7% -$10.5M 0.14% 158
2024
Q3 		$149M Buy
3,163,799
+563,625
+22% +$26.2M 0.16% 143
2024
Q2 		$118M Buy
2,600,174
+93,728
+4% +$4.21M 0.13% 162
2024
Q1 		$114M Buy
2,506,446
+685,913
+38% +$31.2M 0.13% 172
2023
Q4 		$83.9M Buy
1,820,533
+98,341
+6% +$4.35M 0.11% 202
2023
Q3 		$75.3M Buy
1,722,192
+117,115
+7% +$5.23M 0.11% 198
2023
Q2 		$73M Buy
1,605,077
+17,392
+1% +$796K 0.1% 213
2023
Q1 		$73.3M Buy
1,587,685
+361,955
+30% +$16.6M 0.11% 201
2022
Q4 		$55.1M Buy
1,225,730
+204,731
+20% +$9.16M 0.08% 232
2022
Q3 		$45.4M Buy
1,020,999
+160,141
+19% +$7.47M 0.07% 254
2022
Q2 		$40.3M Buy
860,858
+29,559
+4% +$1.4M 0.06% 277
2022
Q1 		$41.3M Buy
831,299
+185,400
+29% +$9.45M 0.06% 287
2021
Q4 		$34.2M Buy
645,899
+92,153
+17% +$4.89M 0.05% 337
2021
Q3 		$29.5M Buy
553,746
+75,027
+16% +$4.03M 0.04% 354
2021
Q2 		$25.6M Buy
478,719
+128,531
+37% +$6.83M 0.04% 393
2021
Q1 		$18.5M Buy
350,188
+335,807
+2,335% +$18M 0.03% 452
2020
Q4 		$785K Sell
14,381
-79
-0.5% -$4.29K ﹤0.01% 2028
2020
Q3 		$787K Buy
14,460
+410
+3% +$22.4K ﹤0.01% 1798
2020
Q2 		$764K Buy
+14,050
New +$753K ﹤0.01% 1735
2019
Q3 		– Sell
-4,224
Closed -$218K – 2912
2019
Q2 		$218K Buy
4,224
+78
+2% +$3.96K ﹤0.01% 2667
2019
Q1 		$210K Buy
+4,146
New +$206K ﹤0.01% 2564
2017
Q1 		– Sell
-31,705
Closed -$1.59M – 2572
2016
Q4 		$1.59M Buy
+31,705
New +$1.61M 0.01% 1125

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

Stifel Financial's IUSB Position: Q1 2026 in Review

Stifel Financial increased its iShares Core Universal USD Bond ETF (IUSB) stake by 7.4% in Q1 2026, buying an estimated $9.34M and bringing the position to 2,926,345 shares worth $135M. The position accounts for 0.12% of the portfolio, ranked #186.

Stifel Financial first reported a position in IUSB in Q4 2016 and has held it in 27 quarters since. The position peaked at $149M in Q3 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Stifel Financial held 2,926,345 shares of iShares Core Universal USD Bond ETF worth $135M as of Q1 2026.
  • Stifel Financial bought 200,483 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $9.34M.
  • iShares Core Universal USD Bond ETF made up 0.12% of Stifel Financial's portfolio in Q1 2026, its #186 holding.
  • Stifel Financial first reported a position in iShares Core Universal USD Bond ETF in Q4 2016 and has held it in 27 quarters since.
  • Stifel Financial's iShares Core Universal USD Bond ETF position peaked at $149M in Q3 2024.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.