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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
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
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

Capital Investment Advisory Services's IUSB Position: Q1 2026 in Review

Capital Investment Advisory Services increased its iShares Core Universal USD Bond ETF (IUSB) stake by 8.2% in Q1 2026, buying an estimated $158K and bringing the position to 44,926 shares worth $2.08M. The position accounts for 0.15% of the portfolio, ranked #149.

Capital Investment Advisory Services first reported a position in IUSB in Q3 2021 and has held it in 18 quarters since. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Capital Investment Advisory Services held 44,926 shares of iShares Core Universal USD Bond ETF worth $2.08M as of Q1 2026.
  • Capital Investment Advisory Services bought 3,400 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $158K.
  • iShares Core Universal USD Bond ETF made up 0.15% of Capital Investment Advisory Services's portfolio in Q1 2026, its #149 holding.
  • Capital Investment Advisory Services first reported a position in iShares Core Universal USD Bond ETF in Q3 2021 and has held it in 18 quarters since.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.