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

Catalina Capital Group’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	$1.11M	Buy	24,130 +1,235	+5%	+$57.6K	0.66%	29
2025 Q4	$1.07M	Sell	22,895 -1,105	-5%	-$51.7K	0.65%	31
2025 Q3	$1.12M	Buy	24,000 +2,722	+13%	+$126K	0.68%	33
2025 Q2	$984K	Sell	21,278 -4,760	-18%	-$217K	0.65%	33
2025 Q1	$1.2M	Sell	26,038 -4,783	-16%	-$218K	0.78%	30
2024 Q4	$1.39M	Sell	30,821 -7,764	-20%	-$356K	0.46%	44
2024 Q3	$1.82M	Buy	38,585 +4,905	+15%	+$228K	0.61%	35
2024 Q2	$1.52M	Buy	33,680 +1,091	+3%	+$49.1K	0.57%	37
2024 Q1	$1.49M	Buy	32,589 +15,283	+88%	+$696K	0.62%	35
2023 Q4	$797K	Buy	+17,306	New	+$765K	0.53%	35

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Catalina Capital Group's IUSB Position: Q1 2026 in Review

Catalina Capital Group increased its iShares Core Universal USD Bond ETF (IUSB) stake by 5.4% in Q1 2026, buying an estimated $57.6K and bringing the position to 24,130 shares worth $1.11M. The position accounts for 0.66% of the portfolio, ranked #29.

Catalina Capital Group first reported a position in IUSB in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.82M in Q3 2024. 838 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

Catalina Capital Group held 24,130 shares of iShares Core Universal USD Bond ETF worth $1.11M as of Q1 2026.
Catalina Capital Group bought 1,235 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $57.6K.
iShares Core Universal USD Bond ETF made up 0.66% of Catalina Capital Group's portfolio in Q1 2026, its #29 holding.
Catalina Capital Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 10 quarters since.
Catalina Capital Group's iShares Core Universal USD Bond ETF position peaked at $1.82M in Q3 2024.
838 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Catalina Capital Group's 13F filing for Q1 2026, filed 23 Apr 2026.