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

XML 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 		$206K Buy
4,466
+46
+1% +$2.12K 0.02% 430
2026
Q1 		$204K Buy
4,420
+30
+0.7% +$1.4K 0.02% 400
2025
Q4 		$204K Buy
4,390
+61
+1% +$2.85K 0.02% 422
2025
Q3 		$202K Buy
+4,329
New +$200K 0.02% 372

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

XML Financial's IUSB Position: Q2 2026 in Review

XML Financial increased its iShares Core Universal USD Bond ETF (IUSB) stake by 1% in Q2 2026, buying an estimated $2.12K and bringing the position to 4,466 shares worth $206K. The position accounts for 0.02% of the portfolio, ranked #430.

XML Financial first reported a position in IUSB in Q3 2025 and has held it in 4 quarters since. 856 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • XML Financial held 4,466 shares of iShares Core Universal USD Bond ETF worth $206K as of Q2 2026.
  • XML Financial bought 46 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $2.12K.
  • iShares Core Universal USD Bond ETF made up 0.02% of XML Financial's portfolio in Q2 2026, its #430 holding.
  • XML Financial first reported a position in iShares Core Universal USD Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 856 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.