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

JB 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
2026
Q2 		$162M Buy
3,518,337
+1,006,141
+40% +$46.4M 5.62% 4
2026
Q1 		$116M Buy
2,512,196
+130,691
+5% +$6.09M 4.69% 7
2025
Q4 		$111M Sell
2,381,505
-144,454
-6% -$6.75M 4.52% 8
2025
Q3 		$118M Sell
2,525,959
-449,675
-15% -$20.8M 5.09% 8
2025
Q2 		$138M Buy
2,975,634
+27,668
+0.9% +$1.26M 6.67% 4
2025
Q1 		$136M Buy
2,947,966
+45,091
+2% +$2.05M 7.49% 2
2024
Q4 		$131M Sell
2,902,875
-434,793
-13% -$20M 7.34% 2
2024
Q3 		$157M Buy
3,337,668
+644,247
+24% +$29.9M 9.03% 2
2024
Q2 		$122M Sell
2,693,421
-48,598
-2% -$2.19M 7.63% 3
2024
Q1 		$125M Buy
2,742,019
+1,050,790
+62% +$47.8M 8.32% 2
2023
Q4 		$77.9M Sell
1,691,229
-514,859
-23% -$22.8M 5.75% 3
2023
Q3 		$96.4M Buy
2,206,088
+6,094
+0.3% +$272K 8.14% 2
2023
Q2 		$100M Sell
2,199,994
-3,553
-0.2% -$163K 8.44% 2
2023
Q1 		$102M Buy
2,203,547
+224,796
+11% +$10.3M 9.29% 2
2022
Q4 		$88.9M Buy
1,978,751
+160,853
+9% +$7.2M 8.7% 3
2022
Q3 		$80.9M Sell
1,817,898
-70,462
-4% -$3.29M 8.88% 3
2022
Q2 		$88.4M Buy
1,888,360
+24,912
+1% +$1.18M 9.48% 3
2022
Q1 		$92.5M Buy
1,863,448
+470,587
+34% +$24M 9% 3
2021
Q4 		$73.7M Buy
+1,392,861
New +$73.8M 7.21% 3

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

JB Capital's IUSB Position: Q2 2026 in Review

JB Capital increased its iShares Core Universal USD Bond ETF (IUSB) stake by 40% in Q2 2026, buying an estimated $46.4M and bringing the position to 3,518,337 shares worth $162M. The position accounts for 5.62% of the portfolio, ranked #4.

JB Capital first reported a position in IUSB in Q4 2021 and has held it in 19 quarters since. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • JB Capital held 3,518,337 shares of iShares Core Universal USD Bond ETF worth $162M as of Q2 2026.
  • JB Capital bought 1,006,141 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $46.4M.
  • iShares Core Universal USD Bond ETF made up 5.62% of JB Capital's portfolio in Q2 2026, its #4 holding.
  • JB Capital first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on JB Capital's 13F filing for Q2 2026, filed 29 Jul 2026.