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

Univest 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 		$59M Buy
1,278,847
+177,457
+16% +$8.18M 2.9% 10
2026
Q1 		$50.9M Buy
1,101,390
+104,619
+10% +$4.88M 2.86% 9
2025
Q4 		$46.4M Buy
996,771
+163,853
+20% +$7.66M 2.46% 9
2025
Q3 		$38.9M Buy
832,918
+99,806
+14% +$4.62M 2.18% 11
2025
Q2 		$33.9M Buy
733,112
+49,715
+7% +$2.27M 2.03% 11
2025
Q1 		$31.5M Sell
683,397
-63,535
-9% -$2.9M 2.06% 9
2024
Q4 		$33.8M Buy
746,932
+229,339
+44% +$10.5M 2.13% 10
2024
Q3 		$24.4M Buy
+517,593
New +$24M 1.61% 14

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

Univest Financial's IUSB Position: Q2 2026 in Review

Univest Financial increased its iShares Core Universal USD Bond ETF (IUSB) stake by 16% in Q2 2026, buying an estimated $8.18M and bringing the position to 1,278,847 shares worth $59M. The position accounts for 2.9% of the portfolio, ranked #10.

Univest Financial first reported a position in IUSB in Q3 2024 and has held it in 8 quarters since. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Univest Financial held 1,278,847 shares of iShares Core Universal USD Bond ETF worth $59M as of Q2 2026.
  • Univest Financial bought 177,457 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $8.18M.
  • iShares Core Universal USD Bond ETF made up 2.9% of Univest Financial's portfolio in Q2 2026, its #10 holding.
  • Univest Financial first reported a position in iShares Core Universal USD Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.