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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Sheridan Capital Management's IUSB Position: Q1 2026 in Review

Sheridan Capital Management reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 5.6% in Q1 2026, selling an estimated $189K and leaving 68,220 shares worth $3.15M. The position accounts for 1.66% of the portfolio, ranked #13.

Sheridan Capital Management first reported a position in IUSB in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.59M in Q3 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

Sheridan Capital Management held 68,220 shares of iShares Core Universal USD Bond ETF worth $3.15M as of Q1 2026.
Sheridan Capital Management sold 4,057 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $189K.
iShares Core Universal USD Bond ETF made up 1.66% of Sheridan Capital Management's portfolio in Q1 2026, its #13 holding.
Sheridan Capital Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 10 quarters since.
Sheridan Capital Management's iShares Core Universal USD Bond ETF position peaked at $3.59M in Q3 2024.
837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Sheridan Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.