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

SeaCrest Wealth 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	$294K	Sell	6,369 -1,960	-24%	-$90.4K	0.03%	417
2026 Q1	$385K	Buy	8,329 +3,551	+74%	+$165K	0.04%	402
2025 Q4	$223K	Buy	+4,778	New	+$223K	0.02%	557
2022 Q3	–	Sell	-1,017	Closed	-$48K	–	1060
2022 Q2	$48K	Buy	+1,017	New	+$48.3K	0.01%	1135
2019 Q2	–	Sell	-1,073	Closed	-$54K	–	1177
2019 Q1	$54K	Hold	1,073	–	–	0.01%	911
2018 Q4	$53K	Hold	1,073	–	–	0.01%	872
2018 Q3	$53K	Buy	1,073 +26	+2%	+$1.28K	0.01%	976
2018 Q2	$52K	Hold	1,047	–	–	0.01%	964
2018 Q1	$52K	Buy	+1,047	New	+$52.4K	0.01%	938

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

SeaCrest Wealth Management's IUSB Position: Q2 2026 in Review

SeaCrest Wealth Management reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 24% in Q2 2026, selling an estimated $90.4K and leaving 6,369 shares worth $294K. The position accounts for 0.03% of the portfolio, ranked #417.

SeaCrest Wealth Management first reported a position in IUSB in Q1 2018 and has held it in 9 quarters since. The position peaked at $385K in Q1 2026. 855 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

SeaCrest Wealth Management held 6,369 shares of iShares Core Universal USD Bond ETF worth $294K as of Q2 2026.
SeaCrest Wealth Management sold 1,960 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $90.4K.
iShares Core Universal USD Bond ETF made up 0.03% of SeaCrest Wealth Management's portfolio in Q2 2026, its #417 holding.
SeaCrest Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q1 2018 and has held it in 9 quarters since.
SeaCrest Wealth Management's iShares Core Universal USD Bond ETF position peaked at $385K in Q1 2026.
855 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.