17 Capital Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

17 Capital Partners’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	$1.02M	Sell	22,177 -2,677	-11%	-$123K	0.46%	74
2026 Q1	$1.15M	Buy	24,854 +11,296	+83%	+$526K	0.59%	50
2025 Q4	$631K	Buy	13,558 +5,077	+60%	+$237K	0.33%	94
2025 Q3	$396K	Buy	8,481 +726	+9%	+$33.6K	0.22%	115
2025 Q2	$359K	Sell	7,755 -13,622	-64%	-$622K	0.21%	115
2025 Q1	$985K	Buy	21,377 +3,331	+18%	+$152K	0.63%	52
2024 Q4	$816K	Buy	18,046 +2,980	+20%	+$137K	0.52%	71
2024 Q3	$710K	Buy	15,066 +2,344	+18%	+$109K	0.46%	69
2024 Q2	$575K	Buy	12,722 +1,104	+10%	+$49.6K	0.41%	76
2024 Q1	$530K	Buy	+11,618	New	+$529K	0.39%	73

Other funds holding IUSB

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

17 Capital Partners's IUSB Position: Q2 2026 in Review

17 Capital Partners reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 11% in Q2 2026, selling an estimated $123K and leaving 22,177 shares worth $1.02M. The position accounts for 0.46% of the portfolio, ranked #74.

17 Capital Partners first reported a position in IUSB in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.15M in Q1 2026. 858 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

17 Capital Partners held 22,177 shares of iShares Core Universal USD Bond ETF worth $1.02M as of Q2 2026.
17 Capital Partners sold 2,677 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $123K.
iShares Core Universal USD Bond ETF made up 0.46% of 17 Capital Partners's portfolio in Q2 2026, its #74 holding.
17 Capital Partners first reported a position in iShares Core Universal USD Bond ETF in Q1 2024 and has held it in 10 quarters since.
17 Capital Partners's iShares Core Universal USD Bond ETF position peaked at $1.15M in Q1 2026.
858 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on 17 Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.