Advisors Capital Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Advisors Capital Management’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	–	Sell	-4,346	Closed	-$202K	–	585
2025 Q4	$202K	Buy	+4,346	New	+$203K	﹤0.01%	558
2024 Q1	–	Sell	-8,431	Closed	-$388K	–	482
2023 Q4	$388K	Buy	+8,431	New	+$373K	0.01%	373
2022 Q3	–	Sell	-9,199	Closed	-$431K	–	468
2022 Q2	$431K	Buy	+9,199	New	+$437K	0.01%	314

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

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

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

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

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

Advisors Capital Management's IUSB Position: Q1 2026 in Review

Advisors Capital Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2026, closing a stake of 4,346 shares — an estimated $202K sold.

Advisors Capital Management first reported a position in IUSB in Q2 2022 and held it in 3 quarters. The position peaked at $431K in Q2 2022. 840 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

Advisors Capital Management reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2026 after selling out during the quarter.
Advisors Capital Management sold 4,346 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $202K.
Advisors Capital Management first reported a position in iShares Core Universal USD Bond ETF in Q2 2022 and held it in 3 quarters.
Advisors Capital Management's iShares Core Universal USD Bond ETF position peaked at $431K in Q2 2022.
840 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Advisors Capital Management's 13F filing for Q1 2026, filed 1 May 2026.