Able Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Able Wealth 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 Q3	$5.44M	Buy	123,844 +3,547	+3%	+$161K	1.2%	25
2026 Q2	$5.55M	Buy	120,297 +15,579	+15%	+$718K	1.27%	24
2026 Q1	$4.84M	Buy	104,718 +26,447	+34%	+$1.23M	1.29%	24
2025 Q4	$3.64M	Buy	78,271 +14,868	+23%	+$695K	1.15%	27
2025 Q3	$2.96M	Buy	63,403 +9,942	+19%	+$460K	1.11%	28
2025 Q2	$2.47M	Buy	53,461 +11,260	+27%	+$514K	1.25%	22
2025 Q1	$1.94M	Buy	42,201 +3,708	+10%	+$169K	1.15%	25
2024 Q4	$1.74M	Buy	38,493 +25,037	+186%	+$1.15M	1.14%	21
2024 Q3	$634K	Buy	+13,456	New	+$624K	0.48%	48
2024 Q2	–	Sell	-5,190	Closed	-$237K	–	87
2024 Q1	$237K	Sell	5,190 -567	-10%	-$25.8K	0.21%	79
2023 Q4	$265K	Buy	+5,757	New	+$254K	0.24%	64

Other funds holding IUSB

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mason & Associates (Virginia) Newport News, Virginia $486M AUM 6.35% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Able Wealth Management's IUSB Position: Q3 2026 in Review

Able Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 2.9% in Q3 2026, buying an estimated $161K and bringing the position to 123,844 shares worth $5.44M. The position accounts for 1.2% of the portfolio, ranked #25.

Able Wealth Management first reported a position in IUSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.55M in Q2 2026. 321 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Able Wealth Management held 123,844 shares of iShares Core Universal USD Bond ETF worth $5.44M as of Q3 2026.
Able Wealth Management bought 3,547 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $161K.
iShares Core Universal USD Bond ETF made up 1.2% of Able Wealth Management's portfolio in Q3 2026, its #25 holding.
Able Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 11 quarters since.
Able Wealth Management's iShares Core Universal USD Bond ETF position peaked at $5.55M in Q2 2026.
321 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.