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

AlphaCore 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	$29K	Sell	629 -1,073	-63%	-$49.5K	﹤0.01%	1333
2026 Q1	$78.6K	Buy	1,702 +673	+65%	+$31.4K	﹤0.01%	964
2025 Q4	$47.9K	Hold	1,029	–	–	﹤0.01%	1162
2025 Q3	$48.1K	Hold	1,029	–	–	﹤0.01%	874
2025 Q2	$47.6K	Hold	1,029	–	–	﹤0.01%	817
2025 Q1	$47.4K	Buy	+1,029	New	+$46.9K	﹤0.01%	600
2024 Q1	–	Sell	-629	Closed	-$29K	–	263
2023 Q4	$29K	Hold	629	–	–	﹤0.01%	303
2023 Q3	$27.5K	Hold	629	–	–	﹤0.01%	293
2023 Q2	$28.6K	Buy	+629	New	+$28.8K	﹤0.01%	265

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

AlphaCore Capital's IUSB Position: Q2 2026 in Review

AlphaCore Capital reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 63% in Q2 2026, selling an estimated $49.5K and leaving 629 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #1333.

AlphaCore Capital first reported a position in IUSB in Q2 2023 and has held it in 9 quarters since. The position peaked at $78.6K in Q1 2026. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

AlphaCore Capital held 629 shares of iShares Core Universal USD Bond ETF worth $29K as of Q2 2026.
AlphaCore Capital sold 1,073 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $49.5K.
iShares Core Universal USD Bond ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q2 2026, its #1333 holding.
AlphaCore Capital first reported a position in iShares Core Universal USD Bond ETF in Q2 2023 and has held it in 9 quarters since.
AlphaCore Capital's iShares Core Universal USD Bond ETF position peaked at $78.6K in Q1 2026.
857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

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