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Hobart Private Capital’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Hobart Private Capital’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
2025
Q2 		– Sell
-7,299
Closed -$336K – 117
2025
Q1 		$336K Sell
7,299
-177
-2% -$8.07K 0.08% 78
2024
Q4 		$338K Sell
7,476
-1,671
-18% -$76.7K 0.08% 75
2024
Q3 		$431K Sell
9,147
-142
-2% -$6.59K 0.11% 58
2024
Q2 		$420K Sell
9,289
-125
-1% -$5.62K 0.12% 55
2024
Q1 		$429K Buy
9,414
+771
+9% +$35.1K 0.13% 55
2023
Q4 		$398K Sell
8,643
-9,204
-52% -$407K 0.13% 51
2023
Q3 		$780K Sell
17,847
-1,862
-9% -$83.2K 0.3% 25
2023
Q2 		$896K Sell
19,709
-669
-3% -$30.6K 0.33% 21
2023
Q1 		$940K Sell
20,378
-185,554
-90% -$8.49M 0.37% 19
2022
Q4 		$9.25M Sell
205,932
-1,450
-0.7% -$64.9K 6.27% 4
2022
Q3 		$9.23M Sell
207,382
-128,709
-38% -$6M 6.63% 3
2022
Q2 		$15.7M Sell
336,091
-88,738
-21% -$4.22M 7.35% 4
2022
Q1 		$21.1M Buy
424,829
+38,005
+10% +$1.94M 8.12% 3
2021
Q4 		$20.5M Sell
386,824
-11,342
-3% -$601K 7.68% 3
2021
Q3 		$21.2M Buy
398,166
+116,908
+42% +$6.28M 8.36% 3
2021
Q2 		$15M Buy
281,258
+1,855
+0.7% +$98.5K 6.19% 4
2021
Q1 		$14.7M Buy
+279,403
New +$15M 6.02% 4
2020
Q3 		– Sell
-4,013
Closed -$218K – 147
2020
Q2 		$218K Sell
4,013
-454
-10% -$24.3K 0.12% 141
2020
Q1 		$235K Buy
4,467
+576
+15% +$30.2K 0.16% 136
2019
Q4 		$203K Buy
+3,891
New +$203K 0.12% 148

Other funds holding IUSB

Envestnet Asset Management
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Hobart Private Capital's IUSB Position: Q2 2025 in Review

Hobart Private Capital sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2025, closing a stake of 7,299 shares — an estimated $336K sold.

Hobart Private Capital first reported a position in IUSB in Q4 2019 and held it in 20 quarters. The position peaked at $21.2M in Q3 2021. 738 funds tracked by Wall St. Rank hold IUSB as of Q2 2025.

  • Hobart Private Capital reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Hobart Private Capital sold 7,299 iShares Core Universal USD Bond ETF shares in Q2 2025, an estimated $336K.
  • Hobart Private Capital first reported a position in iShares Core Universal USD Bond ETF in Q4 2019 and held it in 20 quarters.
  • Hobart Private Capital's iShares Core Universal USD Bond ETF position peaked at $21.2M in Q3 2021.
  • 738 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2025.

Based on Hobart Private Capital's 13F filing for Q2 2025, filed 31 Jul 2025.