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Brookstone Capital Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Brookstone Capital Management’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 		$38.1M Buy
826,609
+262,443
+47% +$12.1M 0.38% 64
2026
Q1 		$26.1M Buy
564,166
+35,610
+7% +$1.66M 0.3% 92
2025
Q4 		$24.6M Buy
528,556
+27,563
+6% +$1.29M 0.28% 90
2025
Q3 		$23.4M Sell
500,993
-40,688
-8% -$1.88M 0.28% 88
2025
Q2 		$25M Sell
541,681
-46,845
-8% -$2.14M 0.33% 77
2025
Q1 		$27.1M Buy
588,526
+6,554
+1% +$299K 0.39% 65
2024
Q4 		$26.3M Sell
581,972
-156,056
-21% -$7.16M 0.38% 63
2024
Q3 		$34.8M Buy
738,028
+108,186
+17% +$5.02M 0.51% 39
2024
Q2 		$28.9M Buy
629,842
+24,897
+4% +$1.12M 0.48% 47
2024
Q1 		$27.6M Buy
604,945
+133,526
+28% +$6.08M 0.49% 47
2023
Q4 		$21.7M Buy
471,419
+30,681
+7% +$1.36M 0.42% 57
2023
Q3 		$18.8M Sell
440,738
-30,173
-6% -$1.35M 0.41% 67
2023
Q2 		$21.1M Sell
470,911
-4,195
-0.9% -$192K 0.42% 63
2023
Q1 		$21.8M Buy
475,106
+96,991
+26% +$4.44M 0.42% 67
2022
Q4 		$17.3M Buy
378,115
+106,989
+39% +$4.79M 0.35% 79
2022
Q3 		$12M Sell
271,126
-6,361
-2% -$297K 0.28% 88
2022
Q2 		$12.9M Sell
277,487
-27,667
-9% -$1.31M 0.29% 87
2022
Q1 		$14.8M Buy
305,154
+66,392
+28% +$3.38M 0.29% 80
2021
Q4 		$12.5M Sell
238,762
-151,407
-39% -$8.03M 0.21% 101
2021
Q3 		$20.7M Buy
390,169
+87,529
+29% +$4.7M 0.37% 68
2021
Q2 		$16.2M Buy
302,640
+41,040
+16% +$2.18M 0.29% 81
2021
Q1 		$13.8M Buy
+261,600
New +$14M 0.53% 47

Other funds holding IUSB

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Brookstone Capital Management's IUSB Position: Q2 2026 in Review

Brookstone Capital Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 47% in Q2 2026, buying an estimated $12.1M and bringing the position to 826,609 shares worth $38.1M. The position accounts for 0.38% of the portfolio, ranked #64.

Brookstone Capital Management first reported a position in IUSB in Q1 2021 and has held it in 22 quarters since. 164 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Brookstone Capital Management held 826,609 shares of iShares Core Universal USD Bond ETF worth $38.1M as of Q2 2026.
  • Brookstone Capital Management bought 262,443 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $12.1M.
  • iShares Core Universal USD Bond ETF made up 0.38% of Brookstone Capital Management's portfolio in Q2 2026, its #64 holding.
  • Brookstone Capital Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • 164 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

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