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Stratos Wealth Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Stratos Wealth Partners’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 		$1.15M Buy
24,891
+5,689
+30% +$262K 0.01% 793
2026
Q1 		$887K Buy
19,202
+3,891
+25% +$181K 0.01% 845
2025
Q4 		$713K Sell
15,311
-11,903
-44% -$556K 0.01% 900
2025
Q3 		$1.27M Sell
27,214
-11,339
-29% -$524K 0.02% 664
2025
Q2 		$1.78M Sell
38,553
-7,353
-16% -$336K 0.02% 530
2025
Q1 		$2.12M Sell
45,906
-57,890
-56% -$2.64M 0.03% 436
2024
Q4 		$4.69M Buy
103,796
+10,839
+12% +$498K 0.07% 288
2024
Q3 		$4.38M Buy
92,957
+14,159
+18% +$657K 0.06% 294
2024
Q2 		$3.56M Buy
78,798
+16,122
+26% +$725K 0.06% 323
2024
Q1 		$2.86M Buy
+62,676
New +$2.85M 0.05% 359
2023
Q1 		– Sell
-5,505
Closed -$247K – 1176
2022
Q4 		$247K Sell
5,505
-5,144
-48% -$230K 0.01% 966
2022
Q3 		$474K Sell
10,649
-3,791
-26% -$177K 0.01% 708
2022
Q2 		$676K Buy
14,440
+3,628
+34% +$172K 0.02% 620
2022
Q1 		$537K Buy
10,812
+3,858
+55% +$197K 0.01% 790
2021
Q4 		$368K Buy
6,954
+244
+4% +$12.9K 0.01% 929
2021
Q3 		$357K Buy
6,710
+884
+15% +$47.5K 0.01% 889
2021
Q2 		$312K Buy
5,826
+905
+18% +$48.1K 0.01% 951
2021
Q1 		$260K Sell
4,921
-38
-0.8% -$2.04K 0.01% 936
2020
Q4 		$271K Buy
4,959
+778
+19% +$42.3K 0.01% 887
2020
Q3 		$227K Sell
4,181
-77
-2% -$4.21K 0.01% 880
2020
Q2 		$231K Sell
4,258
-297
-7% -$15.9K 0.01% 849
2020
Q1 		$239K Buy
4,555
+619
+16% +$32.5K 0.01% 757
2019
Q4 		$205K Buy
+3,936
New +$205K 0.01% 907
2018
Q4 		– Sell
-2,119
Closed -$104K – 1653
2018
Q3 		$104K Buy
+2,119
New +$105K ﹤0.01% 1108
2018
Q2 		– Sell
-681
Closed -$34K – 1776
2018
Q1 		$34K Sell
681
-388
-36% -$19.4K ﹤0.01% 1779
2017
Q4 		$54K Buy
+1,069
New +$54.4K ﹤0.01% 1476

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

Stratos Wealth Partners's IUSB Position: Q2 2026 in Review

Stratos Wealth Partners increased its iShares Core Universal USD Bond ETF (IUSB) stake by 30% in Q2 2026, buying an estimated $262K and bringing the position to 24,891 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #793.

Stratos Wealth Partners first reported a position in IUSB in Q4 2017 and has held it in 26 quarters since. The position peaked at $4.69M in Q4 2024. 859 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Stratos Wealth Partners held 24,891 shares of iShares Core Universal USD Bond ETF worth $1.15M as of Q2 2026.
  • Stratos Wealth Partners bought 5,689 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $262K.
  • iShares Core Universal USD Bond ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #793 holding.
  • Stratos Wealth Partners first reported a position in iShares Core Universal USD Bond ETF in Q4 2017 and has held it in 26 quarters since.
  • Stratos Wealth Partners's iShares Core Universal USD Bond ETF position peaked at $4.69M in Q4 2024.
  • 859 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.