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 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 $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

17 Capital Partners's IUSB Position: Q1 2026 in Review

17 Capital Partners increased its iShares Core Universal USD Bond ETF (IUSB) stake by 83% in Q1 2026, buying an estimated $526K and bringing the position to 24,854 shares worth $1.15M. The position accounts for 0.59% of the portfolio, ranked #50.

17 Capital Partners first reported a position in IUSB in Q1 2024 and has held it in 9 quarters since. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

17 Capital Partners held 24,854 shares of iShares Core Universal USD Bond ETF worth $1.15M as of Q1 2026.
17 Capital Partners bought 11,296 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $526K.
iShares Core Universal USD Bond ETF made up 0.59% of 17 Capital Partners's portfolio in Q1 2026, its #50 holding.
17 Capital Partners first reported a position in iShares Core Universal USD Bond ETF in Q1 2024 and has held it in 9 quarters since.
837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on 17 Capital Partners's 13F filing for Q1 2026, filed 13 May 2026.