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

TownSquare 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
2025 Q2	–	Sell	-215,691	Closed	-$9.94M	–	1117
2025 Q1	$9.94M	Sell	215,691 -10,488	-5%	-$478K	0.11%	187
2024 Q4	$10.2M	Sell	226,179 -27,893	-11%	-$1.28M	0.12%	161
2024 Q3	$12M	Buy	254,072 +38,916	+18%	+$1.81M	0.14%	134
2024 Q2	$9.73M	Sell	215,156 -11,488	-5%	-$517K	0.13%	146
2024 Q1	$10.3M	Buy	226,644 +120,003	+113%	+$5.46M	0.15%	130
2023 Q4	$4.91M	Sell	106,641 -35,532	-25%	-$1.57M	0.08%	229
2023 Q3	$6.22M	Buy	142,173 +134,421	+1,734%	+$6.01M	0.11%	170
2023 Q2	$353K	Sell	7,752 -7,955	-51%	-$364K	0.01%	859
2023 Q1	$725K	Buy	+15,707	New	+$719K	0.02%	567
2022 Q2	–	Sell	-4,703	Closed	-$233K	–	747
2022 Q1	$233K	Buy	+4,703	New	+$240K	0.01%	643

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

TownSquare Capital's IUSB Position: Q2 2025 in Review

TownSquare Capital sold out of iShares Core Universal USD Bond ETF (IUSB) in Q2 2025, closing a stake of 215,691 shares — an estimated $9.94M sold.

TownSquare Capital first reported a position in IUSB in Q1 2022 and held it in 10 quarters. The position peaked at $12M in Q3 2024. 738 funds tracked by Wall St. Rank hold IUSB as of Q2 2025.

TownSquare Capital reported no remaining iShares Core Universal USD Bond ETF position as of Q2 2025 after selling out during the quarter.
TownSquare Capital sold 215,691 iShares Core Universal USD Bond ETF shares in Q2 2025, an estimated $9.94M.
TownSquare Capital first reported a position in iShares Core Universal USD Bond ETF in Q1 2022 and held it in 10 quarters.
TownSquare Capital's iShares Core Universal USD Bond ETF position peaked at $12M in Q3 2024.
738 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2025.

Based on TownSquare Capital's 13F filing for Q2 2025, filed 13 Aug 2025.