IUSB — ISHARES TR CORE TOTAL USD

Ownership history in Capital Square, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Capital Square, LLC reported a position in ISHARES TR CORE TOTAL USD (IUSB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.05% (2025 Q4)
Avg. % of fund
0.99%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 44,239 +3,899 +9.7% 1.05% $2.1M $46.22
2025 Q3 ADDED 40,340 +1,018 +2.6% 0.96% $1.9M $45.75
2025 Q2 INITIATED 39,322 — — 0.96% $1.8M $44.80
% of Fund (quarterly)    IUSB price (monthly, adj. close)

Other funds also holding IUSB

As of 2025 Q4 — sorted by position size

Mason & Associates, LLC 29.96% Stash Investments, LLC 17.63% MCMORGAN & CO LLC 3Y 7Y 12.46% LANDMARK WEALTH MANAGEMENT, INC. 11.73% ELEVATION WEALTH PARTNERS, LLC 11.06% ONE Advisory Partners, LLC 3Y 9.51% High Falls Advisors, Inc 3Y 7Y 8.95% Affinity Capital Advisors, LLC 3Y 8.93% MOULTON WEALTH MANAGEMENT, INC 3Y 8.83% GeoWealth Management, LLC 3Y 7.86%
← Back to Capital Square, LLC Holdings