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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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AlphaCore Capital's IUSB Position: Q1 2026 in Review

AlphaCore Capital increased its iShares Core Universal USD Bond ETF (IUSB) stake by 65% in Q1 2026, buying an estimated $31.4K and bringing the position to 1,702 shares worth $78.6K. The position accounts for ﹤0.01% of the portfolio, ranked #964.

AlphaCore Capital first reported a position in IUSB in Q2 2023 and has held it in 8 quarters since. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • AlphaCore Capital held 1,702 shares of iShares Core Universal USD Bond ETF worth $78.6K as of Q1 2026.
  • AlphaCore Capital bought 673 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $31.4K.
  • iShares Core Universal USD Bond ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q1 2026, its #964 holding.
  • AlphaCore Capital first reported a position in iShares Core Universal USD Bond ETF in Q2 2023 and has held it in 8 quarters since.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.