SFO
IUSB icon

Stokes Family Office’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Stokes Family Office’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 		$20.2M Sell
437,700
-137,041
-24% -$6.32M 2.36% 6
2026
Q1 		$26.5M Sell
574,741
-49,950
-8% -$2.33M 2.74% 4
2025
Q4 		$29.1M Buy
624,691
+60,368
+11% +$2.82M 2.66% 7
2025
Q3 		$26.4M Sell
564,323
-101,622
-15% -$4.7M 2.5% 7
2025
Q2 		$30.8M Sell
665,945
-43,045
-6% -$1.96M 3.23% 3
2025
Q1 		$32.7M Buy
708,990
+41,856
+6% +$1.91M 3.67% 3
2024
Q4 		$30.2M Sell
667,134
-100,855
-13% -$4.63M 3.22% 5
2024
Q3 		$36.2M Buy
767,989
+253,935
+49% +$11.8M 3.96% 3
2024
Q2 		$23.2M Sell
514,054
-40,462
-7% -$1.82M 2.73% 8
2024
Q1 		$25.3M Buy
554,516
+224,157
+68% +$10.2M 3.16% 4
2023
Q4 		$15.2M Sell
330,359
-123,114
-27% -$5.44M 2.06% 7
2023
Q3 		$19.8M Sell
453,473
-69,236
-13% -$3.09M 2.33% 7
2023
Q2 		$23.8M Sell
522,709
-18,753
-3% -$858K 2.75% 5
2023
Q1 		$25M Buy
541,462
+206,443
+62% +$9.45M 3.11% 5
2022
Q4 		$15.1M Buy
335,019
+8,990
+3% +$402K 1.94% 11
2022
Q3 		$14.5M Buy
326,029
+6,336
+2% +$296K 2.07% 10
2022
Q2 		$15M Buy
319,693
+19,948
+7% +$948K 2.04% 11
2022
Q1 		$14.9M Buy
299,745
+116,599
+64% +$5.94M 1.97% 11
2021
Q4 		$9.69M Buy
183,146
+19,577
+12% +$1.04M 1.21% 19
2021
Q3 		$8.71M Buy
163,569
+11,930
+8% +$641K 1.21% 18
2021
Q2 		$8.11M Buy
151,639
+59,134
+64% +$3.14M 1.15% 22
2021
Q1 		$4.88M Buy
+92,505
New +$4.96M 0.76% 34

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

Stokes Family Office's IUSB Position: Q2 2026 in Review

Stokes Family Office reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 24% in Q2 2026, selling an estimated $6.32M and leaving 437,700 shares worth $20.2M. The position accounts for 2.36% of the portfolio, ranked #6.

Stokes Family Office first reported a position in IUSB in Q1 2021 and has held it in 22 quarters since. The position peaked at $36.2M in Q3 2024. 859 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Stokes Family Office held 437,700 shares of iShares Core Universal USD Bond ETF worth $20.2M as of Q2 2026.
  • Stokes Family Office sold 137,041 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $6.32M.
  • iShares Core Universal USD Bond ETF made up 2.36% of Stokes Family Office's portfolio in Q2 2026, its #6 holding.
  • Stokes Family Office first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Stokes Family Office's iShares Core Universal USD Bond ETF position peaked at $36.2M in Q3 2024.
  • 859 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.