BCMLT
IUSB icon

Beacon Capital Management LLC (Tennessee)’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 		$4.71M Buy
+101,980
New +$4.7M 0.69% 22
2025
Q3 		– Sell
-3,902
Closed -$180K – 571
2025
Q2 		$180K Buy
3,902
+85
+2% +$3.88K 0.02% 134
2025
Q1 		$176K Buy
3,817
+1,407
+58% +$64.1K 0.02% 130
2024
Q4 		$109K Sell
2,410
-1,222
-34% -$56.1K 0.01% 180
2024
Q3 		$171K Buy
+3,632
New +$169K 0.02% 135
2023
Q1 		– Sell
-225
Closed -$10.1K – 975
2022
Q4 		$10.1K Buy
+225
New +$10.1K ﹤0.01% 508

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

Beacon Capital Management LLC (Tennessee)'s IUSB Position: Q2 2026 in Review

Beacon Capital Management LLC (Tennessee) opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q2 2026: 101,980 shares worth $4.71M. The stake represents 0.69% of the portfolio and ranks #22 among its holdings. This is a return to the name: Beacon Capital Management LLC (Tennessee) previously reported a position in IUSB as recently as Q2 2025.

Beacon Capital Management LLC (Tennessee) first reported a position in IUSB in Q4 2022 and has held it in 6 quarters since. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Beacon Capital Management LLC (Tennessee) held 101,980 shares of iShares Core Universal USD Bond ETF worth $4.71M as of Q2 2026.
  • iShares Core Universal USD Bond ETF was a new Beacon Capital Management LLC (Tennessee) position in Q2 2026.
  • iShares Core Universal USD Bond ETF made up 0.69% of Beacon Capital Management LLC (Tennessee)'s portfolio in Q2 2026, its #22 holding.
  • Beacon Capital Management LLC (Tennessee) first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and has held it in 6 quarters since.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2026, filed 29 Jul 2026.