CAM
IUSB icon

Concorde Asset Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Concorde Asset 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 		$4.74M Buy
102,539
+1,246
+1% +$58.1K 2.32% 7
2025
Q4 		$4.71M Buy
101,293
+7,957
+9% +$372K 1.89% 13
2025
Q3 		$4.36M Buy
+93,336
New +$4.32M 1.82% 14
2025
Q1 		$4.71M Sell
103,322
-12,721
-11% -$580K 2.54% 3
2024
Q4 		$5.25M Buy
116,043
+13,945
+14% +$640K 2.74% 9
2024
Q3 		$4.81M Buy
102,098
+31,601
+45% +$1.47M 2.72% 10
2024
Q2 		$3.19M Sell
70,497
-370
-0.5% -$16.6K 1.96% 10
2024
Q1 		$3.23M Buy
70,867
+18,639
+36% +$848K 2.21% 9
2023
Q4 		$2.41M Buy
52,228
+7,983
+18% +$353K 1.64% 10
2023
Q3 		$1.92M Sell
44,245
-4,899
-10% -$219K 1.73% 14
2023
Q2 		$2.23M Buy
49,144
+725
+1% +$33.2K 2.06% 14
2023
Q1 		$2.23M Buy
48,419
+7,917
+20% +$362K 2.65% 11
2022
Q4 		$1.82M Buy
40,502
+2,381
+6% +$107K 1.62% 19
2022
Q3 		$1.7M Sell
38,121
-6,638
-15% -$310K 1.9% 6
2022
Q2 		$2.1M Sell
44,759
-4,166
-9% -$198K 3.16% 4
2022
Q1 		$2.43M Sell
48,925
-40,147
-45% -$2.05M 1.61% 16
2021
Q4 		$4.71M Buy
89,072
+2,034
+2% +$108K 2.81% 3
2021
Q3 		$4.63M Buy
87,038
+3,085
+4% +$166K 2.67% 3
2021
Q2 		$4.49M Buy
83,953
+13,273
+19% +$705K 2.52% 4
2021
Q1 		$3.73M Buy
+70,680
New +$3.79M 2.15% 4

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

Concorde Asset Management's IUSB Position: Q1 2026 in Review

Concorde Asset Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 1.2% in Q1 2026, buying an estimated $58.1K and bringing the position to 102,539 shares worth $4.74M. The position accounts for 2.32% of the portfolio, ranked #7.

Concorde Asset Management first reported a position in IUSB in Q1 2021 and has held it in 20 quarters since. The position peaked at $5.25M in Q4 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Concorde Asset Management held 102,539 shares of iShares Core Universal USD Bond ETF worth $4.74M as of Q1 2026.
  • Concorde Asset Management bought 1,246 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $58.1K.
  • iShares Core Universal USD Bond ETF made up 2.32% of Concorde Asset Management's portfolio in Q1 2026, its #7 holding.
  • Concorde Asset Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 20 quarters since.
  • Concorde Asset Management's iShares Core Universal USD Bond ETF position peaked at $5.25M in Q4 2024.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Concorde Asset Management's 13F filing for Q1 2026, filed 1 Jun 2026.