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

Oarsman Capital’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 Q3	–	Sell	-902,048	Closed	-$41.7M	–	261
2025 Q2	$41.7M	Buy	902,048 +234,233	+35%	+$10.7M	6.54%	3
2025 Q1	$30.8M	Buy	667,815 +84,073	+14%	+$3.83M	5.53%	5
2024 Q4	$26.4M	Buy	583,742 +81,067	+16%	+$3.72M	4.6%	4
2024 Q3	$23.7M	Buy	502,675 +71,579	+17%	+$3.32M	4.36%	5
2024 Q2	$19.5M	Buy	431,096 +179,603	+71%	+$8.08M	4.27%	5
2024 Q1	$11.5M	Buy	251,493 +28,587	+13%	+$1.3M	2.74%	8
2023 Q4	$10.3M	Buy	222,906 +37,044	+20%	+$1.64M	2.73%	8
2023 Q3	$8.12M	Buy	185,862 +30,949	+20%	+$1.38M	3.4%	6
2023 Q2	$7.04M	Buy	154,913 +34,472	+29%	+$1.58M	3.08%	7
2023 Q1	$5.56M	Buy	120,441 +23,637	+24%	+$1.08M	2.6%	9
2022 Q4	$4.35M	Buy	+96,804	New	+$4.33M	2.22%	12

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Oarsman Capital's IUSB Position: Q3 2025 in Review

Oarsman Capital sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2025, closing a stake of 902,048 shares — an estimated $41.7M sold.

Oarsman Capital first reported a position in IUSB in Q4 2022 and held it in 11 quarters. The position peaked at $41.7M in Q2 2025. 751 funds tracked by Wall St. Rank hold IUSB as of Q3 2025.

Oarsman Capital reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2025 after selling out during the quarter.
Oarsman Capital sold 902,048 iShares Core Universal USD Bond ETF shares in Q3 2025, an estimated $41.7M.
Oarsman Capital first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and held it in 11 quarters.
Oarsman Capital's iShares Core Universal USD Bond ETF position peaked at $41.7M in Q2 2025.
751 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2025.

Based on Oarsman Capital's 13F filing for Q3 2025, filed 21 Nov 2025.