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StoneX Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

StoneX Group’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 		$204K Sell
4,422
-5,694
-56% -$265K 0.01% 739
2025
Q4 		$471K Sell
10,116
-4,223
-29% -$197K 0.02% 548
2025
Q3 		$670K Buy
14,339
+3,354
+31% +$155K 0.03% 460
2025
Q2 		$508K Sell
10,985
-2,983
-21% -$136K 0.02% 501
2025
Q1 		$644K Buy
13,968
+569
+4% +$25.9K 0.04% 404
2024
Q4 		$606K Buy
+13,399
New +$615K 0.03% 422
2023
Q1 		– Sell
-26,123
Closed -$1.17M – 576
2022
Q4 		$1.17M Buy
26,123
+1,675
+7% +$74.9K 0.17% 93
2022
Q3 		$1.09M Buy
24,448
+2,286
+10% +$107K 0.2% 88
2022
Q2 		$1.04M Sell
22,162
-3,507
-14% -$167K 0.17% 100
2022
Q1 		$1.27M Sell
25,669
-2,908
-10% -$148K 0.12% 145
2021
Q4 		$1.51M Buy
28,577
+3,246
+13% +$172K 0.17% 118
2021
Q3 		$1.35M Buy
25,331
+872
+4% +$46.8K 0.19% 112
2021
Q2 		$1.31M Buy
24,459
+10,947
+81% +$581K 0.19% 114
2021
Q1 		$713K Buy
+13,512
New +$724K 0.13% 165

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

StoneX Group's IUSB Position: Q1 2026 in Review

StoneX Group reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 56% in Q1 2026, selling an estimated $265K and leaving 4,422 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #739.

StoneX Group first reported a position in IUSB in Q1 2021 and has held it in 14 quarters since. The position peaked at $1.51M in Q4 2021. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • StoneX Group held 4,422 shares of iShares Core Universal USD Bond ETF worth $204K as of Q1 2026.
  • StoneX Group sold 5,694 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $265K.
  • iShares Core Universal USD Bond ETF made up 0.01% of StoneX Group's portfolio in Q1 2026, its #739 holding.
  • StoneX Group first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 14 quarters since.
  • StoneX Group's iShares Core Universal USD Bond ETF position peaked at $1.51M in Q4 2021.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.