Capital Management Associates Inc’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-12,495
Closed -$582K 160
2025
Q4
$582K Buy
+12,495
New +$584K 0.13% 86

Other funds holding IUSB

Capital Management Associates Inc's IUSB Position: Q1 2026 in Review

Capital Management Associates Inc sold out of iShares Core Universal USD Bond ETF (IUSB) in Q1 2026, closing a stake of 12,495 shares — an estimated $582K sold.

Capital Management Associates Inc first reported a position in IUSB in Q4 2025 and held it in 1 quarter. The position peaked at $582K in Q4 2025. 839 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Capital Management Associates Inc reported no remaining iShares Core Universal USD Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Management Associates Inc sold 12,495 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $582K.
  • Capital Management Associates Inc first reported a position in iShares Core Universal USD Bond ETF in Q4 2025 and held it in 1 quarter.
  • Capital Management Associates Inc's iShares Core Universal USD Bond ETF position peaked at $582K in Q4 2025.
  • 839 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Capital Management Associates Inc's 13F filing for Q1 2026, filed 23 Apr 2026.