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Cape Investment Advisory’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Cape Investment Advisory’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
Q1 		$2.31M Buy
49,945
+8,338
+20% +$389K 0.77% 28
2025
Q4 		$1.94M Buy
41,607
+16,815
+68% +$786K 0.6% 33
2025
Q3 		$1.16M Buy
24,792
+3,728
+18% +$172K 1.14% 18
2025
Q2 		$974K Buy
21,064
+1,472
+8% +$67.2K 0.36% 58
2025
Q1 		$903K Buy
19,592
+4,423
+29% +$202K 0.36% 59
2024
Q4 		$686K Sell
15,169
-2,635
-15% -$121K 0.27% 69
2024
Q3 		$839K Buy
17,804
+6,572
+59% +$305K 0.34% 67
2024
Q2 		$508K Buy
11,232
+594
+6% +$26.7K 0.23% 76
2024
Q1 		$485K Sell
10,638
-1,676
-14% -$76.3K 0.23% 80
2023
Q4 		$567K Sell
12,314
-3,214
-21% -$142K 0.28% 70
2023
Q3 		$679K Buy
15,528
+1,375
+10% +$61.5K 0.38% 57
2023
Q2 		$644K Buy
14,153
+706
+5% +$32.3K 0.36% 56
2023
Q1 		$621K Buy
+13,447
New +$615K 0.38% 54

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cape Investment Advisory's IUSB Position: Q1 2026 in Review

Cape Investment Advisory increased its iShares Core Universal USD Bond ETF (IUSB) stake by 20% in Q1 2026, buying an estimated $389K and bringing the position to 49,945 shares worth $2.31M. The position accounts for 0.77% of the portfolio, ranked #28.

Cape Investment Advisory first reported a position in IUSB in Q1 2023 and has held it in 13 quarters since. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Cape Investment Advisory held 49,945 shares of iShares Core Universal USD Bond ETF worth $2.31M as of Q1 2026.
  • Cape Investment Advisory bought 8,338 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $389K.
  • iShares Core Universal USD Bond ETF made up 0.77% of Cape Investment Advisory's portfolio in Q1 2026, its #28 holding.
  • Cape Investment Advisory first reported a position in iShares Core Universal USD Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.