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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 22.96% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Bank of New York Mellon
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 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. 550 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.
  • 550 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.