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IUSB icon

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

CoreCap 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
Q2 		$5.43M Buy
117,737
+32,727
+38% +$1.51M 0.16% 145
2026
Q1 		$3.93M Buy
85,010
+9,734
+13% +$454K 0.13% 161
2025
Q4 		$3.5M Buy
75,276
+21,949
+41% +$1.03M 0.12% 165
2025
Q3 		$2.49M Sell
53,327
-2,514
-5% -$116K 0.09% 203
2025
Q2 		$2.58M Sell
55,841
-14,008
-20% -$639K 0.1% 180
2025
Q1 		$3.22M Buy
69,849
+47,452
+212% +$2.16M 0.14% 142
2024
Q4 		$1.01M Sell
22,397
-28,438
-56% -$1.31M 0.05% 329
2024
Q3 		$2.4M Buy
50,835
+24,850
+96% +$1.15M 0.11% 193
2024
Q2 		$1.18M Buy
25,985
+4,242
+20% +$191K 0.12% 146
2024
Q1 		$991K Buy
21,743
+8,945
+70% +$407K 0.05% 297
2023
Q4 		$590K Buy
12,798
+560
+5% +$24.8K 0.04% 324
2023
Q3 		$535K Buy
12,238
+1,052
+9% +$47K 0.04% 315
2023
Q2 		$509K Buy
+11,186
New +$512K 0.04% 343
2022
Q4 		$496K Sell
11,028
-1,440
-12% -$64.4K 0.04% 356
2022
Q3 		$555K Sell
12,468
-648
-5% -$30.2K 0.05% 296
2022
Q2 		$614K Sell
13,116
-6,098
-32% -$290K 0.05% 288
2022
Q1 		$954K Buy
19,214
+9,099
+90% +$464K 0.07% 221
2021
Q4 		$535K Buy
+10,115
New +$536K 0.04% 347

Other funds holding IUSB

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CoreCap Advisors's IUSB Position: Q2 2026 in Review

CoreCap Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 38% in Q2 2026, buying an estimated $1.51M and bringing the position to 117,737 shares worth $5.43M. The position accounts for 0.16% of the portfolio, ranked #145.

CoreCap Advisors first reported a position in IUSB in Q4 2021 and has held it in 18 quarters since. 164 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • CoreCap Advisors held 117,737 shares of iShares Core Universal USD Bond ETF worth $5.43M as of Q2 2026.
  • CoreCap Advisors bought 32,727 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $1.51M.
  • iShares Core Universal USD Bond ETF made up 0.16% of CoreCap Advisors's portfolio in Q2 2026, its #145 holding.
  • CoreCap Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • 164 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.