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

Old Mission 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
2026 Q2	$513K	Buy	11,106 +6,477	+140%	+$299K	0.01%	724
2026 Q1	$214K	Sell	4,629 -23,930	-84%	-$1.12M	﹤0.01%	996
2025 Q4	$1.33M	Buy	+28,559	New	+$1.33M	0.03%	293
2025 Q3	–	Sell	-11,724	Closed	-$542K	–	1195
2025 Q2	$542K	Sell	11,724 -51,808	-82%	-$2.36M	0.01%	676
2025 Q1	$2.93M	Buy	+63,532	New	+$2.9M	0.04%	183
2024 Q1	–	Sell	-61,797	Closed	-$2.85M	–	1480
2023 Q4	$2.85M	Buy	+61,797	New	+$2.73M	0.05%	274
2023 Q3	–	Sell	-11,122	Closed	-$506K	–	1440
2023 Q2	$506K	Buy	+11,122	New	+$509K	0.01%	645
2022 Q1	–	Sell	-67,056	Closed	-$3.55M	–	1480
2021 Q4	$3.55M	Buy	+67,056	New	+$3.56M	0.15%	132
2021 Q2	–	Sell	-149,432	Closed	-$7.88M	–	1132
2021 Q1	$7.88M	Buy	149,432 +40,298	+37%	+$2.16M	0.44%	44
2020 Q4	$5.96M	Buy	109,134 +91,051	+504%	+$4.95M	0.37%	58
2020 Q3	$983K	Buy	18,083 +3,167	+21%	+$173K	0.08%	222
2020 Q2	$810K	Buy	14,916 +1,109	+8%	+$59.4K	0.06%	217
2020 Q1	$725K	Sell	13,807 -39,744	-74%	-$2.09M	0.06%	164
2019 Q4	$2.79M	Sell	53,551 -2,991	-5%	-$156K	0.22%	78
2019 Q3	$2.96M	Buy	56,542 +12,158	+27%	+$633K	0.37%	49
2019 Q2	$2.29M	Buy	44,384 +34,213	+336%	+$1.74M	0.29%	70
2019 Q1	$515K	Sell	10,171 -5,496	-35%	-$274K	0.09%	117
2018 Q4	$772K	Sell	15,667 -13,711	-47%	-$668K	0.08%	156
2018 Q3	$1.44M	Sell	29,378 -51,825	-64%	-$2.56M	0.25%	78
2018 Q2	$4.01M	Buy	+81,203	New	+$4.01M	0.44%	28

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

Old Mission Capital's IUSB Position: Q2 2026 in Review

Old Mission Capital increased its iShares Core Universal USD Bond ETF (IUSB) stake by 140% in Q2 2026, buying an estimated $299K and bringing the position to 11,106 shares worth $513K. The position accounts for 0.01% of the portfolio, ranked #724.

Old Mission Capital first reported a position in IUSB in Q2 2018 and has held it in 20 quarters since. The position peaked at $7.88M in Q1 2021. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Old Mission Capital held 11,106 shares of iShares Core Universal USD Bond ETF worth $513K as of Q2 2026.
Old Mission Capital bought 6,477 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $299K.
iShares Core Universal USD Bond ETF made up 0.01% of Old Mission Capital's portfolio in Q2 2026, its #724 holding.
Old Mission Capital first reported a position in iShares Core Universal USD Bond ETF in Q2 2018 and has held it in 20 quarters since.
Old Mission Capital's iShares Core Universal USD Bond ETF position peaked at $7.88M in Q1 2021.
857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Old Mission Capital's 13F filing for Q2 2026, filed 14 Aug 2026.