Abner Herrman & Brock’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Abner Herrman & Brock’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	$725K	Buy	+16,436	New	+$745K	0.07%	58

Other funds holding IUSB

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

MAV

Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 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

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Abner Herrman & Brock's IUSB Position: Q3 2026 in Review

Abner Herrman & Brock opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q3 2026: 16,436 shares worth $725K. The stake represents 0.07% of the portfolio and ranks #58 among its holdings.

225 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Abner Herrman & Brock held 16,436 shares of iShares Core Universal USD Bond ETF worth $725K as of Q3 2026.
iShares Core Universal USD Bond ETF was a new Abner Herrman & Brock position in Q3 2026.
iShares Core Universal USD Bond ETF made up 0.07% of Abner Herrman & Brock's portfolio in Q3 2026, its #58 holding.
225 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Abner Herrman & Brock's 13F filing for Q3 2026, filed 20 Oct 2026.