CAP Partners LLC’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

CAP Partners LLC’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	$1.85M	Buy	41,885 +3,496	+9%	+$158K	0.85%	33
2026 Q2	$1.77M	Buy	38,389 +4,437	+13%	+$205K	0.87%	30
2026 Q1	$1.57M	Sell	33,952 -245	-0.7%	-$11.4K	0.89%	31
2025 Q4	$1.59M	Buy	34,197 +1,212	+4%	+$56.7K	0.9%	31
2025 Q3	$1.54M	Sell	32,985 -2,740	-8%	-$127K	0.87%	30
2025 Q2	$1.65M	Buy	35,725 +1,909	+6%	+$87.1K	1.04%	27
2025 Q1	$1.56M	Sell	33,816 -1,561	-4%	-$71.1K	1.13%	25
2024 Q4	$1.6M	Sell	35,377 -4,032	-10%	-$185K	1.13%	25
2024 Q3	$1.86M	Buy	39,409 +5,218	+15%	+$242K	1.39%	19
2024 Q2	$1.55M	Buy	34,191 +838	+3%	+$37.7K	1.26%	21
2024 Q1	$1.52M	Buy	33,353 +5,805	+21%	+$264K	1.34%	18
2023 Q4	$1.27M	Buy	+27,548	New	+$1.22M	1.26%	19

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

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

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

CAP Partners LLC's IUSB Position: Q3 2026 in Review

CAP Partners LLC increased its iShares Core Universal USD Bond ETF (IUSB) stake by 9.1% in Q3 2026, buying an estimated $158K and bringing the position to 41,885 shares worth $1.85M. The position accounts for 0.85% of the portfolio, ranked #33.

CAP Partners LLC first reported a position in IUSB in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.86M in Q3 2024. 218 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

CAP Partners LLC held 41,885 shares of iShares Core Universal USD Bond ETF worth $1.85M as of Q3 2026.
CAP Partners LLC bought 3,496 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $158K.
iShares Core Universal USD Bond ETF made up 0.85% of CAP Partners LLC's portfolio in Q3 2026, its #33 holding.
CAP Partners LLC first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 12 quarters since.
CAP Partners LLC's iShares Core Universal USD Bond ETF position peaked at $1.86M in Q3 2024.
218 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on CAP Partners LLC's 13F filing for Q3 2026, filed 19 Oct 2026.