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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
Q2 		$1.2M Buy
26,078
+21,656
+490% +$999K 0.05% 303
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
+937
+8% +$43K 0.03% 422
2024
Q3 		$587K Sell
12,462
-963
-7% -$44.7K 0.04% 319
2024
Q2 		$607K Buy
13,425
+152
+1% +$6.83K 0.05% 294
2024
Q1 		$605K Sell
13,273
-2,640
-17% -$120K 0.05% 280
2023
Q4 		$733K Sell
15,913
-3,866
-20% -$171K 0.07% 234
2023
Q3 		$865K Sell
19,779
-2,194
-10% -$98.1K 0.09% 193
2023
Q2 		$999K Sell
21,973
-4,850
-18% -$222K 0.1% 173
2023
Q1 		$1.24M Buy
26,823
+700
+3% +$32K 0.14% 131
2022
Q4 		$1.17M Buy
26,123
+1,675
+7% +$74.9K 0.14% 134
2022
Q3 		$1.09M Buy
24,448
+2,286
+10% +$107K 0.15% 136
2022
Q2 		$1.04M Sell
22,162
-3,507
-14% -$167K 0.13% 154
2022
Q1 		$1.27M Sell
25,669
-2,908
-10% -$148K 0.1% 173
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 $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

StoneX Group's IUSB Position: Q2 2026 in Review

StoneX Group increased its iShares Core Universal USD Bond ETF (IUSB) stake by 490% in Q2 2026, buying an estimated $999K and bringing the position to 26,078 shares worth $1.2M. The position accounts for 0.05% of the portfolio, ranked #303.

StoneX Group first reported a position in IUSB in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.51M in Q4 2021. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • StoneX Group held 26,078 shares of iShares Core Universal USD Bond ETF worth $1.2M as of Q2 2026.
  • StoneX Group bought 21,656 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $999K.
  • iShares Core Universal USD Bond ETF made up 0.05% of StoneX Group's portfolio in Q2 2026, its #303 holding.
  • StoneX Group first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • StoneX Group's iShares Core Universal USD Bond ETF position peaked at $1.51M in Q4 2021.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.