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

Capital Square’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 Q3	$3M	Buy	68,027 +10,255	+18%	+$465K	1.32%	15
2026 Q2	$2.64M	Buy	57,772 +867	+2%	+$40K	1.16%	21
2026 Q1	$2.64M	Buy	56,905 +12,666	+29%	+$590K	1.22%	21
2025 Q4	$2.06M	Buy	44,239 +3,899	+10%	+$182K	1.05%	24
2025 Q3	$1.88M	Buy	40,340 +1,018	+3%	+$47.1K	0.96%	28
2025 Q2	$1.8M	Buy	+39,322	New	+$1.79M	0.96%	28

Other funds holding IUSB

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mason & Associates (Virginia) Newport News, Virginia $486M AUM 6.35% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

Capital Square's IUSB Position: Q3 2026 in Review

Capital Square increased its iShares Core Universal USD Bond ETF (IUSB) stake by 18% in Q3 2026, buying an estimated $465K and bringing the position to 68,027 shares worth $3M. The position accounts for 1.32% of the portfolio, ranked #15.

Capital Square first reported a position in IUSB in Q2 2025 and has held it in 6 quarters since. 347 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Capital Square held 68,027 shares of iShares Core Universal USD Bond ETF worth $3M as of Q3 2026.
Capital Square bought 10,255 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $465K.
iShares Core Universal USD Bond ETF made up 1.32% of Capital Square's portfolio in Q3 2026, its #15 holding.
Capital Square first reported a position in iShares Core Universal USD Bond ETF in Q2 2025 and has held it in 6 quarters since.
347 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.