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

Islay 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 		$295K Buy
+6,392
New +$295K 0.14% 89
2024
Q1 		– Sell
-5,709
Closed -$263K – 211
2023
Q4 		$263K Buy
+5,709
New +$252K 0.2% 86

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 1-Year Est. Return

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

Islay Capital Management opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q2 2026: 6,392 shares worth $295K. The stake represents 0.14% of the portfolio and ranks #89 among its holdings. This is a return to the name: Islay Capital Management previously reported a position in IUSB as recently as Q4 2023.

Islay Capital Management first reported a position in IUSB in Q4 2023 and has held it in 2 quarters since. 861 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Islay Capital Management held 6,392 shares of iShares Core Universal USD Bond ETF worth $295K as of Q2 2026.
  • iShares Core Universal USD Bond ETF was a new Islay Capital Management position in Q2 2026.
  • iShares Core Universal USD Bond ETF made up 0.14% of Islay Capital Management's portfolio in Q2 2026, its #89 holding.
  • Islay Capital Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 2 quarters since.
  • 861 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

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