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

Sheridan 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 		$3.18M Buy
68,945
+725
+1% +$33.4K 1.53% 14
2026
Q1 		$3.15M Sell
68,220
-4,057
-6% -$189K 1.66% 13
2025
Q4 		$3.36M Sell
72,277
-453
-0.6% -$21.2K 1.71% 15
2025
Q3 		$3.4M Sell
72,730
-74
-0.1% -$3.42K 1.79% 14
2025
Q2 		$3.37M Hold
72,804
– – 2.32% 10
2025
Q1 		$3.35M Hold
72,804
– – 2.44% 9
2024
Q4 		$3.29M Sell
72,804
-3,331
-4% -$153K 2.31% 9
2024
Q3 		$3.59M Buy
76,135
+1,200
+2% +$55.7K 2.53% 10
2024
Q2 		$3.36M Sell
74,935
-384
-0.5% -$17.3K 2.5% 10
2024
Q1 		$3.43M Sell
75,319
-1,241
-2% -$56.5K 2.59% 11
2023
Q4 		$3.53M Buy
+76,560
New +$3.38M 2.85% 11

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Sheridan Capital Management's IUSB Position: Q2 2026 in Review

Sheridan Capital Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 1.1% in Q2 2026, buying an estimated $33.4K and bringing the position to 68,945 shares worth $3.18M. The position accounts for 1.53% of the portfolio, ranked #14.

Sheridan Capital Management first reported a position in IUSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.59M in Q3 2024. 857 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • Sheridan Capital Management held 68,945 shares of iShares Core Universal USD Bond ETF worth $3.18M as of Q2 2026.
  • Sheridan Capital Management bought 725 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $33.4K.
  • iShares Core Universal USD Bond ETF made up 1.53% of Sheridan Capital Management's portfolio in Q2 2026, its #14 holding.
  • Sheridan Capital Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Sheridan Capital Management's iShares Core Universal USD Bond ETF position peaked at $3.59M in Q3 2024.
  • 857 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Sheridan Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.