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Capital Analysts LLC’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Capital Analysts 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
Q2 		$33M Buy
715,985
+253,113
+55% +$11.7M 0.76% 25
2026
Q1 		$21.4M Buy
462,872
+72,392
+19% +$3.37M 0.56% 39
2025
Q4 		$18.2M Sell
390,480
-11,305
-3% -$528K 0.5% 41
2025
Q3 		$18.8M Sell
401,785
-24,292
-6% -$1.12M 0.55% 37
2025
Q2 		$19.7M Buy
426,077
+10,863
+3% +$496K 0.66% 32
2025
Q1 		$19.1M Buy
415,214
+34,174
+9% +$1.56M 0.71% 27
2024
Q4 		$17.2M Sell
381,040
-18,242
-5% -$837K 0.69% 27
2024
Q3 		$18.8M Buy
399,282
+179,227
+81% +$8.32M 0.77% 22
2024
Q2 		$9.95M Buy
220,055
+125,190
+132% +$5.63M 0.44% 52
2024
Q1 		$4.33M Buy
94,865
+21,468
+29% +$977K 0.2% 94
2023
Q4 		$3.38M Sell
73,397
-7,471
-9% -$330K 0.17% 111
2023
Q3 		$3.54M Buy
80,868
+13,106
+19% +$586K 0.2% 99
2023
Q2 		$3.08M Buy
67,762
+658
+1% +$30.1K 0.17% 107
2023
Q1 		$3.1M Buy
67,104
+11,622
+21% +$532K 0.18% 108
2022
Q4 		$2.49M Buy
55,482
+21,489
+63% +$961K 0.15% 132
2022
Q3 		$1.51M Buy
33,993
+12,713
+60% +$593K 0.1% 177
2022
Q2 		$996K Buy
+21,280
New +$1.01M 0.07% 206
2021
Q4 		– Sell
-20
Closed -$1K – 1014
2021
Q3 		$1K Buy
+20
New +$1.07K ﹤0.01% 955
2020
Q4 		– Sell
-187
Closed -$10K – 773
2020
Q3 		$10K Hold
187
– – ﹤0.01% 583
2020
Q2 		$10K Sell
187
-187
-50% -$10K ﹤0.01% 543
2020
Q1 		$20K Hold
374
– – ﹤0.01% 448
2019
Q4 		$19K Hold
374
– – ﹤0.01% 491
2019
Q3 		$19K Buy
+374
New +$19.5K ﹤0.01% 477

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

Capital Analysts LLC's IUSB Position: Q2 2026 in Review

Capital Analysts LLC increased its iShares Core Universal USD Bond ETF (IUSB) stake by 55% in Q2 2026, buying an estimated $11.7M and bringing the position to 715,985 shares worth $33M. The position accounts for 0.76% of the portfolio, ranked #25.

Capital Analysts LLC first reported a position in IUSB in Q3 2019 and has held it in 23 quarters since. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Capital Analysts LLC held 715,985 shares of iShares Core Universal USD Bond ETF worth $33M as of Q2 2026.
  • Capital Analysts LLC bought 253,113 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $11.7M.
  • iShares Core Universal USD Bond ETF made up 0.76% of Capital Analysts LLC's portfolio in Q2 2026, its #25 holding.
  • Capital Analysts LLC first reported a position in iShares Core Universal USD Bond ETF in Q3 2019 and has held it in 23 quarters since.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.