Ashton Thomas Securities’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Ashton Thomas Securities’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	–	Sell	-263,033	Closed	-$12.1M	–	448
2026 Q1	$12.1M	Buy	+263,033	New	+$12.3M	1.52%	12
2025 Q4	–	Sell	-253,548	Closed	-$11.8M	–	368
2025 Q3	$11.8M	Buy	+253,548	New	+$11.7M	1.65%	9
2024 Q4	–	Sell	-409,763	Closed	-$19.3M	–	743
2024 Q3	$19.3M	Buy	409,763 +46,600	+13%	+$2.16M	3.75%	3
2024 Q2	$16.5M	Buy	+363,163	New	+$16.3M	3.98%	2

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

Ashton Thomas Securities's IUSB Position: Q2 2026 in Review

Ashton Thomas Securities sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2026, closing a stake of 263,033 shares — an estimated $12.1M sold.

Ashton Thomas Securities first reported a position in IUSB in Q2 2024 and held it in 4 quarters. The position peaked at $19.3M in Q3 2024. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Ashton Thomas Securities reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2026 after selling out during the quarter.
Ashton Thomas Securities sold 263,033 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $12.1M.
Ashton Thomas Securities first reported a position in iShares Core Universal USD Bond ETF in Q2 2024 and held it in 4 quarters.
Ashton Thomas Securities's iShares Core Universal USD Bond ETF position peaked at $19.3M in Q3 2024.
857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Ashton Thomas Securities's 13F filing for Q2 2026, filed 27 Jul 2026.