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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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Old Mission Capital's IUSB Position: Q1 2026 in Review

Old Mission Capital reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 84% in Q1 2026, selling an estimated $1.12M and leaving 4,629 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #996.

Old Mission Capital first reported a position in IUSB in Q2 2018 and has held it in 19 quarters since. The position peaked at $7.88M in Q1 2021. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Old Mission Capital held 4,629 shares of iShares Core Universal USD Bond ETF worth $214K as of Q1 2026.
  • Old Mission Capital sold 23,930 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $1.12M.
  • iShares Core Universal USD Bond ETF made up ﹤0.01% of Old Mission Capital's portfolio in Q1 2026, its #996 holding.
  • Old Mission Capital first reported a position in iShares Core Universal USD Bond ETF in Q2 2018 and has held it in 19 quarters since.
  • Old Mission Capital's iShares Core Universal USD Bond ETF position peaked at $7.88M in Q1 2021.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Old Mission Capital's 13F filing for Q1 2026, filed 15 May 2026.