CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

CAPTRUST Financial Advisors’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 		$2.53M Sell
54,821
-1,494
-3% -$69.6K ﹤0.01% 1093
2025
Q4 		$2.62M Sell
56,315
-3,820
-6% -$179K 0.01% 952
2025
Q3 		$2.81M Buy
60,135
+1,386
+2% +$64.1K 0.01% 864
2025
Q2 		$2.72M Buy
58,749
+3,969
+7% +$181K 0.01% 847
2025
Q1 		$2.52M Buy
54,780
+3,214
+6% +$146K 0.01% 812
2024
Q4 		$2.33M Sell
51,566
-55,972
-52% -$2.57M 0.01% 827
2024
Q3 		$5.07M Buy
107,538
+53,537
+99% +$2.48M 0.02% 535
2024
Q2 		$2.44M Sell
54,001
-27,936
-34% -$1.26M 0.01% 735
2024
Q1 		$3.74M Sell
81,937
-23,273
-22% -$1.06M 0.01% 576
2023
Q4 		$4.85M Buy
105,210
+44,639
+74% +$1.97M 0.02% 571
2023
Q3 		$2.65M Sell
60,571
-9,180
-13% -$410K 0.01% 751
2023
Q2 		$3.17M Sell
69,751
-37,947
-35% -$1.74M 0.01% 656
2023
Q1 		$4.97M Sell
107,698
-155,528
-59% -$7.12M 0.02% 458
2022
Q4 		$11.8M Sell
263,226
-28,574
-10% -$1.28M 0.06% 260
2022
Q3 		$13M Sell
291,800
-18,279
-6% -$853K 0.08% 212
2022
Q2 		$14.5M Buy
310,079
+172,213
+125% +$8.18M 0.09% 199
2022
Q1 		$6.84M Sell
137,866
-146,967
-52% -$7.49M 0.04% 295
2021
Q4 		$15.1M Buy
284,833
+104,478
+58% +$5.54M 0.1% 187
2021
Q3 		$9.6M Sell
180,355
-3,272
-2% -$176K 0.08% 218
2021
Q2 		$9.82M Buy
183,627
+89,286
+95% +$4.74M 0.09% 197
2021
Q1 		$4.98M Sell
94,341
-809
-0.9% -$43.4K 0.05% 270
2020
Q4 		$5.19M Buy
95,150
+17,311
+22% +$940K 0.07% 238
2020
Q3 		$4.23M Buy
77,839
+10,821
+16% +$591K 0.07% 230
2020
Q2 		$3.64M Sell
67,018
-4,910
-7% -$263K 0.06% 264
2020
Q1 		$3.77M Sell
71,928
-9,642
-12% -$506K 0.08% 226
2019
Q4 		$4.26M Buy
+81,570
New +$4.26M 0.07% 252

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

CAPTRUST Financial Advisors's IUSB Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 2.7% in Q1 2026, selling an estimated $69.6K and leaving 54,821 shares worth $2.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1093.

CAPTRUST Financial Advisors first reported a position in IUSB in Q4 2019 and has held it in 26 quarters since. The position peaked at $15.1M in Q4 2021. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • CAPTRUST Financial Advisors held 54,821 shares of iShares Core Universal USD Bond ETF worth $2.53M as of Q1 2026.
  • CAPTRUST Financial Advisors sold 1,494 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $69.6K.
  • iShares Core Universal USD Bond ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1093 holding.
  • CAPTRUST Financial Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • CAPTRUST Financial Advisors's iShares Core Universal USD Bond ETF position peaked at $15.1M in Q4 2021.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.