U.S. Capital Wealth Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

U.S. Capital Wealth Advisors’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	$19.8M	Buy	428,360 +61,664	+17%	+$2.87M	0.5%	37
2025 Q4	$17.1M	Sell	366,696 -4,664	-1%	-$218K	0.45%	46
2025 Q3	$17.3M	Sell	371,360 -867	-0.2%	-$40.1K	0.47%	44
2025 Q2	$17.2M	Sell	372,227 -9,962	-3%	-$455K	0.5%	42
2025 Q1	$17.6M	Buy	382,189 +322,089	+536%	+$14.7M	0.54%	39
2024 Q4	$2.72M	Sell	60,100 -10,416	-15%	-$478K	0.08%	245
2024 Q3	$3.32M	Buy	70,516 +9,168	+15%	+$425K	0.12%	170
2024 Q2	$2.77M	Buy	61,348 +2,840	+5%	+$128K	0.11%	188
2024 Q1	$2.67M	Buy	58,508 +8,761	+18%	+$399K	0.1%	191
2023 Q4	$2.29M	Buy	49,747 +12,476	+33%	+$551K	0.09%	201
2023 Q3	$1.63M	Buy	37,271 +15,651	+72%	+$700K	0.07%	236
2023 Q2	$983K	Sell	21,620 -10,041	-32%	-$459K	0.05%	329
2023 Q1	$1.46M	Sell	31,661 -20,024	-39%	-$916K	0.07%	252
2022 Q4	$2.32M	Buy	51,685 +4,364	+9%	+$195K	0.11%	182
2022 Q3	$2.11M	Buy	47,321 +1,906	+4%	+$88.9K	0.11%	179
2022 Q2	$2.13M	Buy	45,415 +3,433	+8%	+$163K	0.09%	202
2022 Q1	$2.08M	Buy	41,982 +1,874	+5%	+$95.5K	0.08%	239
2021 Q4	$2.12M	Buy	40,108 +3,291	+9%	+$174K	0.08%	243
2021 Q3	$1.96M	Buy	+36,817	New	+$1.98M	0.09%	249

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

U.S. Capital Wealth Advisors's IUSB Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 17% in Q1 2026, buying an estimated $2.87M and bringing the position to 428,360 shares worth $19.8M. The position accounts for 0.5% of the portfolio, ranked #37.

U.S. Capital Wealth Advisors first reported a position in IUSB in Q3 2021 and has held it in 19 quarters since. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

U.S. Capital Wealth Advisors held 428,360 shares of iShares Core Universal USD Bond ETF worth $19.8M as of Q1 2026.
U.S. Capital Wealth Advisors bought 61,664 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $2.87M.
iShares Core Universal USD Bond ETF made up 0.5% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #37 holding.
U.S. Capital Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q3 2021 and has held it in 19 quarters since.
837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.