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

Coldstream Capital Management’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 		$1.51M Sell
32,673
-702
-2% -$32.7K 0.02% 364
2025
Q4 		$1.55M Sell
33,375
-1,482
-4% -$69.3K 0.02% 349
2025
Q3 		$1.63M Sell
34,857
-5,244
-13% -$243K 0.02% 353
2025
Q2 		$1.85M Sell
40,101
-504
-1% -$23K 0.03% 297
2025
Q1 		$1.87M Sell
40,605
-1,655
-4% -$75.4K 0.04% 267
2024
Q4 		$1.91M Sell
42,260
-4,975
-11% -$228K 0.04% 255
2024
Q3 		$2.23M Buy
47,235
+5,069
+12% +$235K 0.05% 214
2024
Q2 		$1.91M Buy
42,166
+7,074
+20% +$318K 0.05% 215
2024
Q1 		$1.6M Buy
35,092
+14,004
+66% +$637K 0.04% 246
2023
Q4 		$972K Buy
+21,088
New +$932K 0.03% 301

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $6.73T AUM 46.02% 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 $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $1.81T AUM 41.13% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Coldstream Capital Management's IUSB Position: Q1 2026 in Review

Coldstream Capital Management reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 2.1% in Q1 2026, selling an estimated $32.7K and leaving 32,673 shares worth $1.51M. The position accounts for 0.02% of the portfolio, ranked #364.

Coldstream Capital Management first reported a position in IUSB in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.23M in Q3 2024. 839 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Coldstream Capital Management held 32,673 shares of iShares Core Universal USD Bond ETF worth $1.51M as of Q1 2026.
  • Coldstream Capital Management sold 702 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $32.7K.
  • iShares Core Universal USD Bond ETF made up 0.02% of Coldstream Capital Management's portfolio in Q1 2026, its #364 holding.
  • Coldstream Capital Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • Coldstream Capital Management's iShares Core Universal USD Bond ETF position peaked at $2.23M in Q3 2024.
  • 839 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.