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 Q2	–	Sell	-5,280	Closed	-$244K	–	89
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 Chicago, Illinois $424B AUM 22.96% 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 19.34% 1-Year Est. Return

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

MidAtlantic Capital Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2026, closing a stake of 5,280 shares — an estimated $244K sold.

MidAtlantic Capital Management first reported a position in IUSB in Q4 2023 and held it in 7 quarters. The position peaked at $246K in Q3 2024. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

MidAtlantic Capital Management reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2026 after selling out during the quarter.
MidAtlantic Capital Management sold 5,280 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $244K.
MidAtlantic Capital Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and held it in 7 quarters.
MidAtlantic Capital Management's iShares Core Universal USD Bond ETF position peaked at $246K in Q3 2024.
857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on MidAtlantic Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.