ACM
IUSB icon

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

Andina 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
Q2 		$765K Buy
+16,577
New +$764K 1.23% 19
2024
Q4 		– Sell
-40,667
Closed -$1.92M – 111
2024
Q3 		$1.92M Sell
40,667
-186
-0.5% -$8.63K 1.46% 18
2024
Q2 		$1.85M Sell
40,853
-113,905
-74% -$5.12M 1.39% 18
2024
Q1 		$7.06M Buy
154,758
+54,688
+55% +$2.49M 5.51% 4
2023
Q4 		$4.61M Buy
+100,070
New +$4.42M 3.97% 8

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Andina Capital Management's IUSB Position: Q2 2026 in Review

Andina Capital Management opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q2 2026: 16,577 shares worth $765K. The stake represents 1.23% of the portfolio and ranks #19 among its holdings. This is a return to the name: Andina Capital Management previously reported a position in IUSB as recently as Q3 2024.

Andina Capital Management first reported a position in IUSB in Q4 2023 and has held it in 5 quarters since. The position peaked at $7.06M in Q1 2024. 861 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Andina Capital Management held 16,577 shares of iShares Core Universal USD Bond ETF worth $765K as of Q2 2026.
  • iShares Core Universal USD Bond ETF was a new Andina Capital Management position in Q2 2026.
  • iShares Core Universal USD Bond ETF made up 1.23% of Andina Capital Management's portfolio in Q2 2026, its #19 holding.
  • Andina Capital Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • Andina Capital Management's iShares Core Universal USD Bond ETF position peaked at $7.06M in Q1 2024.
  • 861 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Andina Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.