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

Interchange 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 		$242K Sell
5,236
-4,273
-45% -$197K 0.05% 359
2026
Q1 		$438K Buy
9,509
+3,313
+53% +$154K 0.14% 158
2025
Q4 		$288K Sell
6,196
-307
-5% -$14.3K 0.05% 308
2025
Q3 		$304K Sell
6,503
-1,653
-20% -$76.5K 0.06% 262
2025
Q2 		$377K Sell
8,156
-1,353
-14% -$61.7K 0.09% 186
2025
Q1 		$438K Sell
9,509
-36
-0.4% -$1.64K 0.12% 153
2024
Q4 		$431K Sell
9,545
-2,162
-18% -$99.2K 0.16% 146
2024
Q3 		$552K Buy
11,707
+2,317
+25% +$108K 0.19% 129
2024
Q2 		$425K Sell
9,390
-1,287
-12% -$57.9K 0.15% 154
2024
Q1 		$509K Buy
10,677
+3,250
+44% +$148K 0.34% 70
2023
Q4 		$342K Sell
7,427
-1,324
-15% -$58.5K 0.26% 96
2023
Q3 		$383K Sell
8,751
-1,211
-12% -$54.1K 0.3% 80
2023
Q2 		$453K Buy
+9,962
New +$456K 0.35% 72
2022
Q4 		– Sell
-4,929
Closed -$219K – 140
2022
Q3 		$219K Buy
+4,929
New +$230K 0.24% 131

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

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

Interchange Capital Partners reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 45% in Q2 2026, selling an estimated $197K and leaving 5,236 shares worth $242K. The position accounts for 0.05% of the portfolio, ranked #359.

Interchange Capital Partners first reported a position in IUSB in Q3 2022 and has held it in 14 quarters since. The position peaked at $552K in Q3 2024. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Interchange Capital Partners held 5,236 shares of iShares Core Universal USD Bond ETF worth $242K as of Q2 2026.
  • Interchange Capital Partners sold 4,273 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $197K.
  • iShares Core Universal USD Bond ETF made up 0.05% of Interchange Capital Partners's portfolio in Q2 2026, its #359 holding.
  • Interchange Capital Partners first reported a position in iShares Core Universal USD Bond ETF in Q3 2022 and has held it in 14 quarters since.
  • Interchange Capital Partners's iShares Core Universal USD Bond ETF position peaked at $552K in Q3 2024.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.