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
Q2 		– Sell
-102,539
Closed -$4.74M – 193
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 $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Concorde Asset Management's IUSB Position: Q2 2026 in Review

Concorde Asset Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2026, closing a stake of 102,539 shares — an estimated $4.74M sold.

Concorde Asset Management first reported a position in IUSB in Q1 2021 and held it in 20 quarters. The position peaked at $5.25M in Q4 2024. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Concorde Asset Management reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Concorde Asset Management sold 102,539 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $4.74M.
  • Concorde Asset Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and held it in 20 quarters.
  • Concorde Asset Management's iShares Core Universal USD Bond ETF position peaked at $5.25M in Q4 2024.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Concorde Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.