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

Objective 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
2025 Q2	–	Sell	-10,188	Closed	-$469K	–	86
2025 Q1	$469K	Sell	10,188 -13,698	-57%	-$624K	0.6%	43
2024 Q4	$1.08M	Buy	23,886 +602	+3%	+$27.6K	0.72%	38
2024 Q3	$1.1M	Buy	+23,284	New	+$1.08M	0.64%	42
2024 Q1	$675K	Buy	14,797 +5,282	+56%	+$240K	0.46%	49
2023 Q4	$438K	Buy	9,515 +3,984	+72%	+$176K	0.33%	65
2023 Q3	$242K	Buy	+5,531	New	+$247K	0.21%	89

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Objective Capital Management's IUSB Position: Q2 2025 in Review

Objective Capital Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2025, closing a stake of 10,188 shares — an estimated $469K sold.

Objective Capital Management first reported a position in IUSB in Q3 2023 and held it in 6 quarters. The position peaked at $1.1M in Q3 2024. 738 funds tracked by Wall St. Rank hold IUSB as of Q2 2025.

Objective Capital Management reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2025 after selling out during the quarter.
Objective Capital Management sold 10,188 iShares Core Universal USD Bond ETF shares in Q2 2025, an estimated $469K.
Objective Capital Management first reported a position in iShares Core Universal USD Bond ETF in Q3 2023 and held it in 6 quarters.
Objective Capital Management's iShares Core Universal USD Bond ETF position peaked at $1.1M in Q3 2024.
738 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2025.

Based on Objective Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.