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

Joseph Group 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
2025 Q2	–	Sell	-192	Closed	-$8.85K	–	109
2025 Q1	$8.85K	Sell	192 -978	-84%	-$44.6K	﹤0.01%	93
2024 Q4	$52.9K	Sell	1,170 -653	-36%	-$30K	0.02%	68
2024 Q3	$85.9K	Sell	1,823 -212	-10%	-$9.84K	0.03%	64
2024 Q2	$92K	Buy	2,035 +796	+64%	+$35.8K	0.05%	53
2024 Q1	$56.5K	Buy	+1,239	New	+$56.4K	0.03%	65

Other funds holding IUSB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Joseph Group Capital Management's IUSB Position: Q2 2025 in Review

Joseph Group Capital Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2025, closing a stake of 192 shares — an estimated $8.85K sold.

Joseph Group Capital Management first reported a position in IUSB in Q1 2024 and held it in 5 quarters. The position peaked at $92K in Q2 2024. 738 funds tracked by Wall St. Rank hold IUSB as of Q2 2025.

Joseph Group Capital Management reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2025 after selling out during the quarter.
Joseph Group Capital Management sold 192 iShares Core Universal USD Bond ETF shares in Q2 2025, an estimated $8.85K.
Joseph Group Capital Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2024 and held it in 5 quarters.
Joseph Group Capital Management's iShares Core Universal USD Bond ETF position peaked at $92K in Q2 2024.
738 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2025.

Based on Joseph Group Capital Management's 13F filing for Q2 2025, filed 7 Aug 2025.