Acorn Creek Capital’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Acorn Creek Capital’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	$1.05M	Buy	22,728 +2,910	+15%	+$134K	0.35%	28
2026 Q1	$915K	Buy	19,818 +74	+0.4%	+$3.45K	0.33%	28
2025 Q4	$919K	Buy	19,744 +9,112	+86%	+$426K	0.33%	28
2025 Q3	$497K	Buy	10,632 +1,624	+18%	+$75.1K	0.19%	34
2025 Q2	$416K	Buy	9,008 +3,574	+66%	+$163K	0.17%	36
2025 Q1	$250K	Sell	5,434 -3,123	-36%	-$142K	0.13%	57
2024 Q4	$387K	Buy	+8,557	New	+$393K	0.2%	38

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

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Acorn Creek Capital's IUSB Position: Q2 2026 in Review

Acorn Creek Capital increased its iShares Core Universal USD Bond ETF (IUSB) stake by 15% in Q2 2026, buying an estimated $134K and bringing the position to 22,728 shares worth $1.05M. The position accounts for 0.35% of the portfolio, ranked #28.

Acorn Creek Capital first reported a position in IUSB in Q4 2024 and has held it in 7 quarters since. 579 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Acorn Creek Capital held 22,728 shares of iShares Core Universal USD Bond ETF worth $1.05M as of Q2 2026.
Acorn Creek Capital bought 2,910 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $134K.
iShares Core Universal USD Bond ETF made up 0.35% of Acorn Creek Capital's portfolio in Q2 2026, its #28 holding.
Acorn Creek Capital first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 7 quarters since.
579 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

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