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Summit Financial’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Summit Financial’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 		$35.4M Buy
766,169
+51,763
+7% +$2.39M 0.39% 40
2026
Q1 		$33M Buy
714,406
+115,470
+19% +$5.38M 0.42% 40
2025
Q4 		$27.9M Buy
598,936
+16,949
+3% +$792K 0.41% 44
2025
Q3 		$27.2M Buy
581,987
+67,238
+13% +$3.11M 0.41% 40
2025
Q2 		$23.8M Buy
514,749
+12,918
+3% +$589K 0.54% 34
2025
Q1 		$23.1M Buy
501,831
+262,180
+109% +$11.9M 0.65% 30
2024
Q4 		$10.8M Buy
239,651
+55,633
+30% +$2.55M 0.38% 47
2024
Q3 		$8.67M Sell
184,018
-8,522
-4% -$395K 0.34% 53
2024
Q2 		$8.71M Buy
192,540
+9,043
+5% +$407K 0.4% 40
2024
Q1 		$8.37M Buy
183,497
+33,526
+22% +$1.53M 0.5% 27
2023
Q4 		$6.91M Buy
149,971
+25,745
+21% +$1.14M 0.45% 30
2023
Q3 		$5.43M Sell
124,226
-8,236
-6% -$368K 0.4% 35
2023
Q2 		$6.02M Buy
132,462
+41,709
+46% +$1.91M 0.44% 29
2023
Q1 		$4.19M Sell
90,753
-153
-0.2% -$7K 0.37% 28
2022
Q4 		$4.08M Sell
90,906
-346
-0.4% -$15.5K 0.38% 27
2022
Q3 		$4.06M Buy
91,252
+2,977
+3% +$139K 0.38% 28
2022
Q2 		$4.13M Buy
88,275
+634
+0.7% +$30.1K 0.39% 29
2022
Q1 		$4.35M Sell
87,641
-25,262
-22% -$1.29M 0.34% 29
2021
Q4 		$5.98M Buy
112,903
+2,200
+2% +$117K 0.46% 25
2021
Q3 		$5.89M Buy
110,703
+1,624
+1% +$87.2K 0.51% 22
2021
Q2 		$5.83M Buy
109,079
+14,886
+16% +$791K 0.58% 19
2021
Q1 		$4.97M Buy
94,193
+2,277
+2% +$122K 0.66% 10
2020
Q4 		$5.02M Buy
91,916
+2,074
+2% +$113K 0.71% 9
2020
Q3 		$4.89M Buy
89,842
+10,162
+13% +$555K 0.81% 7
2020
Q2 		$4.33M Sell
79,680
-7,765
-9% -$416K 0.77% 7
2020
Q1 		$4.59M Buy
87,445
+10,382
+13% +$545K 1.01% 7
2019
Q4 		$4.02M Sell
77,063
-60,531
-44% -$3.16M 0.68% 7
2019
Q3 		$5.34M Buy
137,594
+53,569
+64% +$2.79M 0.9% 9
2019
Q2 		$4.34M Buy
84,025
+7,108
+9% +$361K 0.73% 9
2019
Q1 		$3.89M Buy
76,917
+5,698
+8% +$284K 0.67% 9
2018
Q4 		$3.51M Buy
+71,219
New +$3.47M 0.68% 9

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

Summit Financial's IUSB Position: Q2 2026 in Review

Summit Financial increased its iShares Core Universal USD Bond ETF (IUSB) stake by 7.2% in Q2 2026, buying an estimated $2.39M and bringing the position to 766,169 shares worth $35.4M. The position accounts for 0.39% of the portfolio, ranked #40.

Summit Financial first reported a position in IUSB in Q4 2018 and has held it in 31 quarters since. 856 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Summit Financial held 766,169 shares of iShares Core Universal USD Bond ETF worth $35.4M as of Q2 2026.
  • Summit Financial bought 51,763 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $2.39M.
  • iShares Core Universal USD Bond ETF made up 0.39% of Summit Financial's portfolio in Q2 2026, its #40 holding.
  • Summit Financial first reported a position in iShares Core Universal USD Bond ETF in Q4 2018 and has held it in 31 quarters since.
  • 856 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.