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

Ethos 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
Q2 		$417K Sell
9,043
-1,132
-11% -$52.2K 0.3% 53
2026
Q1 		$470K Sell
10,175
-2,849
-22% -$133K 0.4% 51
2025
Q4 		$606K Buy
+13,024
New +$609K 0.57% 50

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ethos Capital Management's IUSB Position: Q2 2026 in Review

Ethos Capital Management reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 11% in Q2 2026, selling an estimated $52.2K and leaving 9,043 shares worth $417K. The position accounts for 0.3% of the portfolio, ranked #53.

Ethos Capital Management first reported a position in IUSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $606K in Q4 2025. 513 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Ethos Capital Management held 9,043 shares of iShares Core Universal USD Bond ETF worth $417K as of Q2 2026.
  • Ethos Capital Management sold 1,132 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $52.2K.
  • iShares Core Universal USD Bond ETF made up 0.3% of Ethos Capital Management's portfolio in Q2 2026, its #53 holding.
  • Ethos Capital Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Ethos Capital Management's iShares Core Universal USD Bond ETF position peaked at $606K in Q4 2025.
  • 513 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Ethos Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.