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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
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 $374B AUM 17.66% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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

Interchange Capital Partners's IUSB Position: Q1 2026 in Review

Interchange Capital Partners increased its iShares Core Universal USD Bond ETF (IUSB) stake by 53% in Q1 2026, buying an estimated $154K and bringing the position to 9,509 shares worth $438K. The position accounts for 0.14% of the portfolio, ranked #158.

Interchange Capital Partners first reported a position in IUSB in Q3 2022 and has held it in 13 quarters since. The position peaked at $552K in Q3 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Interchange Capital Partners held 9,509 shares of iShares Core Universal USD Bond ETF worth $438K as of Q1 2026.
  • Interchange Capital Partners bought 3,313 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $154K.
  • iShares Core Universal USD Bond ETF made up 0.14% of Interchange Capital Partners's portfolio in Q1 2026, its #158 holding.
  • Interchange Capital Partners first reported a position in iShares Core Universal USD Bond ETF in Q3 2022 and has held it in 13 quarters since.
  • Interchange Capital Partners's iShares Core Universal USD Bond ETF position peaked at $552K in Q3 2024.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.