FCM
IUSB icon

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

Firestone 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 		$16.4M Buy
354,450
+2,666
+0.8% +$123K 3.05% 10
2026
Q1 		$16.2M Buy
351,784
+2,438
+0.7% +$114K 3.38% 9
2025
Q4 		$16.3M Sell
349,346
-5,089
-1% -$238K 3.45% 9
2025
Q3 		$16.6M Buy
354,435
+10,921
+3% +$505K 3.58% 9
2025
Q2 		$15.9M Sell
343,514
-7,139
-2% -$326K 3.74% 9
2025
Q1 		$16.2M Sell
350,653
-12,092
-3% -$551K 4.24% 8
2024
Q4 		$16.4M Sell
362,745
-25,306
-7% -$1.16M 4.08% 7
2024
Q3 		$18.3M Sell
388,051
-8,594
-2% -$399K 4.59% 6
2024
Q2 		$17.9M Sell
396,645
-2,941
-0.7% -$132K 4.9% 5
2024
Q1 		$18.2M Buy
399,586
+7,813
+2% +$356K 5.07% 4
2023
Q4 		$18M Sell
391,773
-17,255
-4% -$763K 5.56% 4
2023
Q3 		$17.9M Sell
409,028
-10,272
-2% -$459K 6.11% 3
2023
Q2 		$19.1M Buy
419,300
+4,829
+1% +$221K 6.2% 3
2023
Q1 		$19.1M Sell
414,471
-9,591
-2% -$439K 6.88% 2
2022
Q4 		$19.1M Sell
424,062
-154,394
-27% -$6.91M 7.08% 2
2022
Q3 		$25.7M Sell
578,456
-15,600
-3% -$728K 10.47% 1
2022
Q2 		$27.8M Buy
594,056
+4,979
+0.8% +$237K 10.82% 1
2022
Q1 		$29.2M Sell
589,077
-887
-0.2% -$45.2K 9.58% 1
2021
Q4 		$31.2M Sell
589,964
-11,173
-2% -$592K 9.85% 1
2021
Q3 		$32.2M Hold
601,137
– – 10.64% 1
2021
Q2 		$32.2M Buy
601,137
+4,197
+0.7% +$223K 11.61% 1
2021
Q1 		$31.5M Sell
596,940
-27,580
-4% -$1.48M 11.19% 1
2020
Q4 		$34.1M Buy
624,520
+15,749
+3% +$856K 12.95% 1
2020
Q3 		$33.1M Sell
608,771
-1,364
-0.2% -$74.5K 14.82% 1
2020
Q2 		$33.1M Buy
610,135
+27,480
+5% +$1.47M 15.37% 1
2020
Q1 		$30.6M Buy
582,655
+43,072
+8% +$2.26M 15.9% 1
2019
Q4 		$28.1M Buy
+539,583
New +$28.2M 12% 1

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

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

Firestone Capital Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 0.76% in Q2 2026, buying an estimated $123K and bringing the position to 354,450 shares worth $16.4M. The position accounts for 3.05% of the portfolio, ranked #10.

Firestone Capital Management first reported a position in IUSB in Q4 2019 and has held it in 27 quarters since. The position peaked at $34.1M in Q4 2020. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Firestone Capital Management held 354,450 shares of iShares Core Universal USD Bond ETF worth $16.4M as of Q2 2026.
  • Firestone Capital Management bought 2,666 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $123K.
  • iShares Core Universal USD Bond ETF made up 3.05% of Firestone Capital Management's portfolio in Q2 2026, its #10 holding.
  • Firestone Capital Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Firestone Capital Management's iShares Core Universal USD Bond ETF position peaked at $34.1M in Q4 2020.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Firestone Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.