M1 Capital Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

M1 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	$4.99M	Buy	108,135 +55,532	+106%	+$2.56M	1.84%	14
2026 Q1	$2.43M	Sell	52,603 -16,131	-23%	-$752K	1.12%	29
2025 Q4	$3.2M	Sell	68,734 -2,072	-3%	-$96.9K	1.34%	22
2025 Q3	$3.31M	Sell	70,806 -1,397	-2%	-$64.6K	1.43%	23
2025 Q2	$3.34M	Sell	72,203 -16,560	-19%	-$756K	1.68%	19
2025 Q1	$4.09M	Sell	88,763 -27,899	-24%	-$1.27M	2.56%	10
2024 Q4	$5.27M	Buy	+116,662	New	+$5.35M	2.85%	10

Other funds holding IUSB

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

M1 Capital Management's IUSB Position: Q2 2026 in Review

M1 Capital Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 106% in Q2 2026, buying an estimated $2.56M and bringing the position to 108,135 shares worth $4.99M. The position accounts for 1.84% of the portfolio, ranked #14.

M1 Capital Management first reported a position in IUSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.27M in Q4 2024. 861 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

M1 Capital Management held 108,135 shares of iShares Core Universal USD Bond ETF worth $4.99M as of Q2 2026.
M1 Capital Management bought 55,532 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $2.56M.
iShares Core Universal USD Bond ETF made up 1.84% of M1 Capital Management's portfolio in Q2 2026, its #14 holding.
M1 Capital Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 7 quarters since.
M1 Capital Management's iShares Core Universal USD Bond ETF position peaked at $5.27M in Q4 2024.
861 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on M1 Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.