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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

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

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. 857 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.
  • 857 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.