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

Aspire Private 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	$3.85M	Buy	83,349 +13,653	+20%	+$630K	0.8%	33
2026 Q1	$3.22M	Buy	69,696 +5,656	+9%	+$264K	0.73%	34
2025 Q4	$2.98M	Sell	64,040 -4,704	-7%	-$220K	0.66%	35
2025 Q3	$3.21M	Sell	68,744 -7,721	-10%	-$357K	0.71%	33
2025 Q2	$3.53M	Sell	76,465 -738	-1%	-$33.7K	0.82%	30
2025 Q1	$3.56M	Buy	77,203 +898	+1%	+$40.9K	0.88%	28
2024 Q4	$3.45M	Sell	76,305 -1,516	-2%	-$69.6K	0.86%	30
2024 Q3	$3.67M	Buy	77,821 +23,786	+44%	+$1.1M	0.87%	28
2024 Q2	$2.44M	Buy	54,035 +759	+1%	+$34.1K	0.63%	37
2024 Q1	$2.43M	Buy	53,276 +13,220	+33%	+$602K	0.64%	37
2023 Q4	$1.85M	Sell	40,056 -2,147	-5%	-$94.9K	0.55%	37
2023 Q3	$1.84M	Sell	42,203 -2,834	-6%	-$127K	0.6%	34
2023 Q2	$2.05M	Sell	45,037 -684	-1%	-$31.3K	0.65%	34
2023 Q1	$2.11M	Buy	45,721 +753	+2%	+$34.5K	0.7%	33
2022 Q4	$2.02M	Buy	44,968 +15,902	+55%	+$711K	0.73%	32
2022 Q3	$1.29M	Buy	29,066 +111	+0.4%	+$5.18K	0.49%	39
2022 Q2	$1.36M	Buy	28,955 +60	+0.2%	+$2.85K	0.48%	37
2022 Q1	$1.43M	Buy	28,895 +821	+3%	+$41.8K	0.46%	37
2021 Q4	$1.49M	Buy	28,074 +5,228	+23%	+$277K	0.46%	37
2021 Q3	$1.22M	Sell	22,846 -1,601	-7%	-$86K	0.41%	39
2021 Q2	$1.31M	Buy	+24,447	New	+$1.3M	0.42%	39
2020 Q2	–	Sell	-12	Closed	-$1K	–	315
2020 Q1	$1K	Sell	12 -21	-64%	-$1.1K	﹤0.01%	209
2019 Q4	$2K	Buy	+33	New	+$1.72K	﹤0.01%	379

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

Aspire Private Capital's IUSB Position: Q2 2026 in Review

Aspire Private Capital increased its iShares Core Universal USD Bond ETF (IUSB) stake by 20% in Q2 2026, buying an estimated $630K and bringing the position to 83,349 shares worth $3.85M. The position accounts for 0.8% of the portfolio, ranked #33.

Aspire Private Capital first reported a position in IUSB in Q4 2019 and has held it in 23 quarters since. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Aspire Private Capital held 83,349 shares of iShares Core Universal USD Bond ETF worth $3.85M as of Q2 2026.
Aspire Private Capital bought 13,653 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $630K.
iShares Core Universal USD Bond ETF made up 0.8% of Aspire Private Capital's portfolio in Q2 2026, its #33 holding.
Aspire Private Capital first reported a position in iShares Core Universal USD Bond ETF in Q4 2019 and has held it in 23 quarters since.
855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Aspire Private Capital's 13F filing for Q2 2026, filed 15 Jul 2026.