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Vestmark Advisory Solutions’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Vestmark Advisory Solutions’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 		$19.7M Sell
427,592
-4,913
-1% -$227K 0.19% 116
2026
Q1 		$20M Buy
432,505
+342,500
+381% +$16M 0.22% 99
2025
Q4 		$4.19M Buy
90,005
+51,166
+132% +$2.39M 0.06% 341
2025
Q3 		$1.81M Sell
38,839
-11,024
-22% -$510K 0.03% 428
2025
Q2 		$2.31M Sell
49,863
-21,362
-30% -$975K 0.03% 355
2025
Q1 		$3.28M Buy
+71,225
New +$3.25M 0.08% 262
2023
Q3 		– Sell
-91,405
Closed -$4.16M – 658
2023
Q2 		$4.16M Buy
91,405
+16,497
+22% +$755K 0.16% 169
2023
Q1 		$3.46M Buy
74,908
+4,898
+7% +$224K 0.15% 185
2022
Q4 		$3.15M Buy
70,010
+10,785
+18% +$482K 0.15% 185
2022
Q3 		$2.64M Sell
59,225
-41,118
-41% -$1.92M 0.15% 196
2022
Q2 		$4.7M Buy
100,343
+14,258
+17% +$677K 0.27% 83
2022
Q1 		$4.27M Buy
86,085
+58,119
+208% +$2.96M 0.24% 90
2021
Q4 		$1.48M Buy
27,966
+4,477
+19% +$237K 0.08% 292
2021
Q3 		$1.25M Buy
23,489
+9,272
+65% +$498K 0.08% 297
2021
Q2 		$760K Buy
14,217
+6,431
+83% +$342K 0.05% 378
2021
Q1 		$411K Buy
+7,786
New +$417K 0.04% 501

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

Vestmark Advisory Solutions's IUSB Position: Q2 2026 in Review

Vestmark Advisory Solutions reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 1.1% in Q2 2026, selling an estimated $227K and leaving 427,592 shares worth $19.7M. The position accounts for 0.19% of the portfolio, ranked #116.

Vestmark Advisory Solutions first reported a position in IUSB in Q1 2021 and has held it in 16 quarters since. The position peaked at $20M in Q1 2026. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Vestmark Advisory Solutions held 427,592 shares of iShares Core Universal USD Bond ETF worth $19.7M as of Q2 2026.
  • Vestmark Advisory Solutions sold 4,913 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $227K.
  • iShares Core Universal USD Bond ETF made up 0.19% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #116 holding.
  • Vestmark Advisory Solutions first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 16 quarters since.
  • Vestmark Advisory Solutions's iShares Core Universal USD Bond ETF position peaked at $20M in Q1 2026.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.