A4 Wealth Advisors
IUSB icon

A4 Wealth Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

A4 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
Q3 		$597K Buy
13,530
+2,005
+17% +$90.9K 0.39% 37
2026
Q2 		$532K Buy
11,525
+2,300
+25% +$106K 0.35% 39
2026
Q1 		$426K Buy
9,225
+10
+0.1% +$466 0.35% 55
2025
Q4 		$429K Buy
9,215
+1,407
+18% +$65.8K 0.37% 54
2025
Q3 		$365K Buy
+7,808
New +$361K 0.31% 86

Other funds holding IUSB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Mason & Associates (Virginia)
Mason & Associates (Virginia) Newport News, Virginia $486M AUM 6.35% 1-Year Est. Return

A4 Wealth Advisors's IUSB Position: Q3 2026 in Review

A4 Wealth Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 17% in Q3 2026, buying an estimated $90.9K and bringing the position to 13,530 shares worth $597K. The position accounts for 0.39% of the portfolio, ranked #37.

A4 Wealth Advisors first reported a position in IUSB in Q3 2025 and has held it in 5 quarters since. 588 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • A4 Wealth Advisors held 13,530 shares of iShares Core Universal USD Bond ETF worth $597K as of Q3 2026.
  • A4 Wealth Advisors bought 2,005 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $90.9K.
  • iShares Core Universal USD Bond ETF made up 0.39% of A4 Wealth Advisors's portfolio in Q3 2026, its #37 holding.
  • A4 Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q3 2025 and has held it in 5 quarters since.
  • 588 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on A4 Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.