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

Blue Capital Inc’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 Q3	$2.17M	Buy	49,118 +89	+0.2%	+$4.03K	1.35%	16
2026 Q2	$2.26M	Buy	49,029 +22,942	+88%	+$1.06M	1.44%	27
2026 Q1	$1.2M	Sell	26,087 -1,230	-5%	-$57.3K	0.79%	43
2025 Q4	$1.27M	Sell	27,317 -7,605	-22%	-$355K	0.91%	36
2025 Q3	$1.63M	Buy	+34,922	New	+$1.62M	1.21%	27

Other funds holding IUSB

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MAV

Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Blue Capital Inc's IUSB Position: Q3 2026 in Review

Blue Capital Inc increased its iShares Core Universal USD Bond ETF (IUSB) stake by 0.18% in Q3 2026, buying an estimated $4.03K and bringing the position to 49,118 shares worth $2.17M. The position accounts for 1.35% of the portfolio, ranked #16.

Blue Capital Inc first reported a position in IUSB in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.26M in Q2 2026. 225 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Blue Capital Inc held 49,118 shares of iShares Core Universal USD Bond ETF worth $2.17M as of Q3 2026.
Blue Capital Inc bought 89 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $4.03K.
iShares Core Universal USD Bond ETF made up 1.35% of Blue Capital Inc's portfolio in Q3 2026, its #16 holding.
Blue Capital Inc first reported a position in iShares Core Universal USD Bond ETF in Q3 2025 and has held it in 5 quarters since.
Blue Capital Inc's iShares Core Universal USD Bond ETF position peaked at $2.26M in Q2 2026.
225 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Blue Capital Inc's 13F filing for Q3 2026, filed 13 Oct 2026.