JB Capital
IUSB icon

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
Q3 		$191M Buy
4,325,678
+807,341
+23% +$36.6M 6.51% 2
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

SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Pine Grove Financial Group
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

JB Capital's IUSB Position: Q3 2026 in Review

JB Capital increased its iShares Core Universal USD Bond ETF (IUSB) stake by 23% in Q3 2026, buying an estimated $36.6M and bringing the position to 4,325,678 shares worth $191M. The position accounts for 6.51% of the portfolio, ranked #2.

JB Capital first reported a position in IUSB in Q4 2021 and has held it in 20 quarters since. 225 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • JB Capital held 4,325,678 shares of iShares Core Universal USD Bond ETF worth $191M as of Q3 2026.
  • JB Capital bought 807,341 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $36.6M.
  • iShares Core Universal USD Bond ETF made up 6.51% of JB Capital's portfolio in Q3 2026, its #2 holding.
  • JB Capital first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and has held it in 20 quarters since.
  • 225 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on JB Capital's 13F filing for Q3 2026, filed 19 Oct 2026.