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

New 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 		$9.08M Buy
196,719
+2,953
+2% +$136K 2.07% 8
2026
Q1 		$8.95M Buy
193,766
+8,527
+5% +$397K 2.21% 8
2025
Q4 		$8.62M Buy
185,239
+2,662
+1% +$124K 2.17% 8
2025
Q3 		$8.53M Buy
182,577
+33,288
+22% +$1.54M 2.23% 7
2025
Q2 		$6.9M Buy
+149,289
New +$6.81M 1.93% 10

Other funds holding IUSB

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

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

New Capital Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 1.5% in Q2 2026, buying an estimated $136K and bringing the position to 196,719 shares worth $9.08M. The position accounts for 2.07% of the portfolio, ranked #8.

New Capital Management first reported a position in IUSB in Q2 2025 and has held it in 5 quarters since. 425 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • New Capital Management held 196,719 shares of iShares Core Universal USD Bond ETF worth $9.08M as of Q2 2026.
  • New Capital Management bought 2,953 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $136K.
  • iShares Core Universal USD Bond ETF made up 2.07% of New Capital Management's portfolio in Q2 2026, its #8 holding.
  • New Capital Management first reported a position in iShares Core Universal USD Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 425 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on New Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.