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

Blue Oak 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
2025
Q2 		$3.62M Buy
78,240
+7,043
+10% +$321K 1.9% 16
2025
Q1 		$3.28M Buy
71,197
+26,879
+61% +$1.22M 1.81% 17
2024
Q4 		$2M Buy
+44,318
New +$2.03M 1.22% 22

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Blue Oak Capital's IUSB Position: Q2 2025 in Review

Blue Oak Capital increased its iShares Core Universal USD Bond ETF (IUSB) stake by 9.9% in Q2 2025, buying an estimated $321K and bringing the position to 78,240 shares worth $3.62M. The position accounts for 1.9% of the portfolio, ranked #16.

Blue Oak Capital first reported a position in IUSB in Q4 2024 and has held it in 3 quarters since. 739 funds tracked by Wall St. Rank hold IUSB as of Q2 2025.

  • Blue Oak Capital held 78,240 shares of iShares Core Universal USD Bond ETF worth $3.62M as of Q2 2025.
  • Blue Oak Capital bought 7,043 iShares Core Universal USD Bond ETF shares in Q2 2025, an estimated $321K.
  • iShares Core Universal USD Bond ETF made up 1.9% of Blue Oak Capital's portfolio in Q2 2025, its #16 holding.
  • Blue Oak Capital first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • 739 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2025.

Based on Blue Oak Capital's 13F filing for Q2 2025, filed 16 Jul 2025.