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Impact Capital Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Impact Capital Partners’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 		$236K Sell
5,113
-529
-9% -$24.4K 0.06% 251
2026
Q1 		$261K Buy
5,642
+107
+2% +$4.99K 0.08% 246
2025
Q4 		$258K Buy
5,535
+651
+13% +$30.4K 0.08% 245
2025
Q3 		$228K Sell
4,884
-267
-5% -$12.3K 0.07% 247
2025
Q2 		$238K Sell
5,151
-1,482
-22% -$67.6K 0.08% 240
2025
Q1 		$306K Buy
+6,633
New +$302K 0.11% 197

Other funds holding IUSB

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
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

Impact Capital Partners's IUSB Position: Q2 2026 in Review

Impact Capital Partners reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 9.4% in Q2 2026, selling an estimated $24.4K and leaving 5,113 shares worth $236K. The position accounts for 0.06% of the portfolio, ranked #251.

Impact Capital Partners first reported a position in IUSB in Q1 2025 and has held it in 6 quarters since. The position peaked at $306K in Q1 2025. 235 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Impact Capital Partners held 5,113 shares of iShares Core Universal USD Bond ETF worth $236K as of Q2 2026.
  • Impact Capital Partners sold 529 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $24.4K.
  • iShares Core Universal USD Bond ETF made up 0.06% of Impact Capital Partners's portfolio in Q2 2026, its #251 holding.
  • Impact Capital Partners first reported a position in iShares Core Universal USD Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Impact Capital Partners's iShares Core Universal USD Bond ETF position peaked at $306K in Q1 2025.
  • 235 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Impact Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.