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

Apella 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 		$63.3M Buy
1,382,574
+260,144
+23% +$12M 0.89% 24
2026
Q1 		$52.2M Buy
1,122,430
+295,869
+36% +$13.8M 0.78% 30
2025
Q4 		$38.5M Buy
826,561
+164,024
+25% +$7.67M 0.76% 34
2025
Q3 		$31.2M Buy
662,537
+145,220
+28% +$6.72M 0.69% 40
2025
Q2 		$23.7M Buy
517,317
+197,729
+62% +$9.02M 0.64% 35
2025
Q1 		$14.6M Buy
319,588
+193,899
+154% +$8.84M 0.5% 41
2024
Q4 		$5.68M Buy
125,689
+83,568
+198% +$3.84M 0.22% 72
2024
Q3 		$1.98M Sell
42,121
-30
-0.1% -$1.39K 0.08% 106
2024
Q2 		$1.91M Sell
42,151
-1,735
-4% -$78K 0.09% 102
2024
Q1 		$1.98M Sell
43,886
-6,723
-13% -$306K 0.1% 97
2023
Q4 		$2.31M Buy
50,609
+34,016
+205% +$1.5M 0.13% 88
2023
Q3 		$725K Buy
+16,593
New +$742K 0.05% 140

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 19.34% 1-Year Est. Return

Apella Capital's IUSB Position: Q2 2026 in Review

Apella Capital increased its iShares Core Universal USD Bond ETF (IUSB) stake by 23% in Q2 2026, buying an estimated $12M and bringing the position to 1,382,574 shares worth $63.3M. The position accounts for 0.89% of the portfolio, ranked #24.

Apella Capital first reported a position in IUSB in Q3 2023 and has held it in 12 quarters since. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Apella Capital held 1,382,574 shares of iShares Core Universal USD Bond ETF worth $63.3M as of Q2 2026.
  • Apella Capital bought 260,144 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $12M.
  • iShares Core Universal USD Bond ETF made up 0.89% of Apella Capital's portfolio in Q2 2026, its #24 holding.
  • Apella Capital first reported a position in iShares Core Universal USD Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.