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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
Q2 		$2.49M Buy
54,060
+4,115
+8% +$190K 0.67% 28
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 $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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Cape Investment Advisory's IUSB Position: Q2 2026 in Review

Cape Investment Advisory increased its iShares Core Universal USD Bond ETF (IUSB) stake by 8.2% in Q2 2026, buying an estimated $190K and bringing the position to 54,060 shares worth $2.49M. The position accounts for 0.67% of the portfolio, ranked #28.

Cape Investment Advisory first reported a position in IUSB in Q1 2023 and has held it in 14 quarters since. 859 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Cape Investment Advisory held 54,060 shares of iShares Core Universal USD Bond ETF worth $2.49M as of Q2 2026.
  • Cape Investment Advisory bought 4,115 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $190K.
  • iShares Core Universal USD Bond ETF made up 0.67% of Cape Investment Advisory's portfolio in Q2 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 14 quarters since.
  • 859 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.