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

Capital Developers’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 		$210K Hold
4,538
– – 0.19% 51
2025
Q4 		$211K Buy
+4,538
New +$212K 0.19% 49

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Capital Developers's IUSB Position: Q1 2026 in Review

Capital Developers held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q1 2026 at 4,538 shares worth $210K. The position accounts for 0.19% of the portfolio, ranked #51.

Capital Developers first reported a position in IUSB in Q4 2025 and has held it in 2 quarters since. The position peaked at $211K in Q4 2025. 840 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Capital Developers held 4,538 shares of iShares Core Universal USD Bond ETF worth $210K as of Q1 2026.
  • Capital Developers left its iShares Core Universal USD Bond ETF share count unchanged in Q1 2026.
  • iShares Core Universal USD Bond ETF made up 0.19% of Capital Developers's portfolio in Q1 2026, its #51 holding.
  • Capital Developers first reported a position in iShares Core Universal USD Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Capital Developers's iShares Core Universal USD Bond ETF position peaked at $211K in Q4 2025.
  • 840 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Capital Developers's 13F filing for Q1 2026, filed 8 May 2026.