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Stone House Investment Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Stone House Investment Management’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 		$60.1M Buy
1,302,975
+325,763
+33% +$15M 7.99% 2
2026
Q1 		$45.1M Buy
977,212
+34,187
+4% +$1.59M 8.09% 2
2025
Q4 		$43.9M Sell
943,025
-54,243
-5% -$2.54M 6.81% 2
2025
Q3 		$46.6M Sell
997,268
-117,826
-11% -$5.45M 7.85% 2
2025
Q2 		$51.6M Sell
1,115,094
-5,052
-0.5% -$231K 9.48% 2
2025
Q1 		$51.6M Buy
1,120,146
+242,120
+28% +$11M 10.46% 3
2024
Q4 		$39.7M Sell
878,026
-328,963
-27% -$15.1M 10.08% 3
2024
Q3 		$56.9M Buy
1,206,989
+188,527
+19% +$8.75M 11.75% 2
2024
Q2 		$46.1M Buy
1,018,462
+59,533
+6% +$2.68M 11.97% 2
2024
Q1 		$43.7M Buy
958,929
+453,652
+90% +$20.6M 10.28% 3
2023
Q4 		$23.3M Buy
505,277
+226,105
+81% +$9.99M 8.03% 4
2023
Q3 		$12.2M Sell
279,172
-701,094
-72% -$31.3M 4.25% 9
2023
Q2 		$44.6M Buy
980,266
+55,784
+6% +$2.55M 16.16% 2
2023
Q1 		$42.7M Buy
924,482
+226,058
+32% +$10.3M 14.42% 2
2022
Q4 		$31.4M Buy
698,424
+141,753
+25% +$6.34M 11.19% 4
2022
Q3 		$24.8M Buy
556,671
+106,037
+24% +$4.95M 11.5% 3
2022
Q2 		$21.1M Buy
450,634
+19,916
+5% +$946K 9.54% 4
2022
Q1 		$21.4M Buy
430,718
+121,367
+39% +$6.19M 7.28% 5
2021
Q4 		$16.4M Buy
309,351
+21,114
+7% +$1.12M 5.6% 6
2021
Q3 		$15.4M Hold
288,237
– – 6.01% 6
2021
Q2 		$15.4M Buy
+288,237
New +$15.3M 6.01% 6
2019
Q4 		– Sell
-67,098
Closed -$3.52M – 36
2019
Q3 		$3.52M Buy
67,098
+1,790
+3% +$93.2K 1.75% 18
2019
Q2 		$3.38M Buy
65,308
+54,473
+503% +$2.77M 1.76% 19
2019
Q1 		$548K Buy
10,835
+3,361
+45% +$167K 0.29% 35
2018
Q4 		$368K Buy
7,474
+1,545
+26% +$75.3K 0.23% 39
2018
Q3 		$291K Buy
5,929
+422
+8% +$20.8K 0.17% 44
2018
Q2 		$272K Sell
5,507
-97
-2% -$4.79K 0.17% 39
2018
Q1 		$280K Buy
+5,604
New +$280K 0.18% 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

Stone House Investment Management's IUSB Position: Q2 2026 in Review

Stone House Investment Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 33% in Q2 2026, buying an estimated $15M and bringing the position to 1,302,975 shares worth $60.1M. The position accounts for 7.99% of the portfolio, ranked #2.

Stone House Investment Management first reported a position in IUSB in Q1 2018 and has held it in 28 quarters since. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Stone House Investment Management held 1,302,975 shares of iShares Core Universal USD Bond ETF worth $60.1M as of Q2 2026.
  • Stone House Investment Management bought 325,763 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $15M.
  • iShares Core Universal USD Bond ETF made up 7.99% of Stone House Investment Management's portfolio in Q2 2026, its #2 holding.
  • Stone House Investment Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2018 and has held it in 28 quarters since.
  • 855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.