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

MidAtlantic 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
Q1 		$244K Buy
5,280
+1,413
+37% +$65.8K 0.17% 80
2025
Q4 		$180K Buy
+3,867
New +$181K 0.12% 89
2025
Q1 		– Sell
-3,867
Closed -$175K – 143
2024
Q4 		$175K Sell
3,867
-1,346
-26% -$61.8K 0.13% 81
2024
Q3 		$246K Hold
5,213
– – 0.18% 76
2024
Q2 		$236K Sell
5,213
-105
-2% -$4.72K 0.2% 72
2024
Q1 		$242K Hold
5,318
– – 0.21% 71
2023
Q4 		$245K Buy
+5,318
New +$235K 0.24% 69

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MidAtlantic Capital Management's IUSB Position: Q1 2026 in Review

MidAtlantic Capital Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 37% in Q1 2026, buying an estimated $65.8K and bringing the position to 5,280 shares worth $244K. The position accounts for 0.17% of the portfolio, ranked #80.

MidAtlantic Capital Management first reported a position in IUSB in Q4 2023 and has held it in 7 quarters since. The position peaked at $246K in Q3 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • MidAtlantic Capital Management held 5,280 shares of iShares Core Universal USD Bond ETF worth $244K as of Q1 2026.
  • MidAtlantic Capital Management bought 1,413 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $65.8K.
  • iShares Core Universal USD Bond ETF made up 0.17% of MidAtlantic Capital Management's portfolio in Q1 2026, its #80 holding.
  • MidAtlantic Capital Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 7 quarters since.
  • MidAtlantic Capital Management's iShares Core Universal USD Bond ETF position peaked at $246K in Q3 2024.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.