Stonebridge Financial Group, LLC/CA’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Stonebridge Financial Group, LLC/CA’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	$343K	Buy	+7,435	New	+$343K	0.05%	213

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's IUSB Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q2 2026: 7,435 shares worth $343K. The stake represents 0.05% of the portfolio and ranks #213 among its holdings.

743 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Stonebridge Financial Group, LLC/CA held 7,435 shares of iShares Core Universal USD Bond ETF worth $343K as of Q2 2026.
iShares Core Universal USD Bond ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
iShares Core Universal USD Bond ETF made up 0.05% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #213 holding.
743 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.