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

Capital Investment Advisory Services’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	$2.43M	Buy	52,748 +7,822	+17%	+$361K	0.15%	160
2026 Q1	$2.08M	Buy	44,926 +3,400	+8%	+$158K	0.15%	149
2025 Q4	$1.93M	Buy	41,526 +8,719	+27%	+$408K	0.14%	158
2025 Q3	$1.53M	Sell	32,807 -9,125	-22%	-$422K	0.12%	176
2025 Q2	$1.94M	Sell	41,932 -710	-2%	-$32.4K	0.16%	149
2025 Q1	$1.96M	Buy	42,642 +34,146	+402%	+$1.56M	0.18%	134
2024 Q4	$384K	Buy	8,496 +5,960	+235%	+$274K	0.04%	342
2024 Q3	$119K	Buy	2,536 +2,470	+3,742%	+$115K	0.01%	567
2024 Q2	$2.98K	Sell	66 -637	-91%	-$28.6K	﹤0.01%	902
2024 Q1	$32K	Buy	703 +700	+23,333%	+$31.9K	﹤0.01%	713
2023 Q4	$138	Hold	3	–	–	﹤0.01%	975
2023 Q3	$131	Hold	3	–	–	﹤0.01%	942
2023 Q2	$136	Hold	3	–	–	﹤0.01%	872
2023 Q1	$138	Buy	+3	New	+$137	﹤0.01%	870
2022 Q4	–	Sell	-3	Closed	–	–	845
2022 Q3	$0	Hold	3	–	–	﹤0.01%	836
2022 Q2	$0	Hold	3	–	–	﹤0.01%	853
2022 Q1	$0	Hold	3	–	–	﹤0.01%	855
2021 Q4	$0	Hold	3	–	–	﹤0.01%	826
2021 Q3	$0	Buy	+3	New	+$161	﹤0.01%	786

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Capital Investment Advisory Services's IUSB Position: Q2 2026 in Review

Capital Investment Advisory Services increased its iShares Core Universal USD Bond ETF (IUSB) stake by 17% in Q2 2026, buying an estimated $361K and bringing the position to 52,748 shares worth $2.43M. The position accounts for 0.15% of the portfolio, ranked #160.

Capital Investment Advisory Services first reported a position in IUSB in Q3 2021 and has held it in 19 quarters since. 861 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Capital Investment Advisory Services held 52,748 shares of iShares Core Universal USD Bond ETF worth $2.43M as of Q2 2026.
Capital Investment Advisory Services bought 7,822 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $361K.
iShares Core Universal USD Bond ETF made up 0.15% of Capital Investment Advisory Services's portfolio in Q2 2026, its #160 holding.
Capital Investment Advisory Services first reported a position in iShares Core Universal USD Bond ETF in Q3 2021 and has held it in 19 quarters since.
861 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

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