OWCM
IUSB icon

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

One Wealth 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 		$13.6M Buy
294,799
+116,308
+65% +$5.36M 3.83% 4
2026
Q1 		$8.27M Buy
178,491
+3,381
+2% +$158K 3.61% 7
2025
Q4 		$8.15M Buy
175,110
+1,256
+0.7% +$58.7K 3.47% 6
2025
Q3 		$8.12M Sell
173,854
-30,428
-15% -$1.41M 3.64% 4
2025
Q2 		$9.44M Sell
204,282
-3,360
-2% -$153K 4.43% 3
2025
Q1 		$9.57M Sell
207,642
-8,554
-4% -$390K 5.13% 3
2024
Q4 		$9.77M Buy
+216,196
New +$9.92M 4.96% 3

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

One Wealth Capital Management's IUSB Position: Q2 2026 in Review

One Wealth Capital Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 65% in Q2 2026, buying an estimated $5.36M and bringing the position to 294,799 shares worth $13.6M. The position accounts for 3.83% of the portfolio, ranked #4.

One Wealth Capital Management first reported a position in IUSB in Q4 2024 and has held it in 7 quarters since. 425 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • One Wealth Capital Management held 294,799 shares of iShares Core Universal USD Bond ETF worth $13.6M as of Q2 2026.
  • One Wealth Capital Management bought 116,308 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $5.36M.
  • iShares Core Universal USD Bond ETF made up 3.83% of One Wealth Capital Management's portfolio in Q2 2026, its #4 holding.
  • One Wealth Capital Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 425 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.