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Advus Financial Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Advus Financial Partners’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 		$15.1M Buy
343,410
+21,482
+7% +$974K 4.27% 6
2026
Q2 		$14.9M Sell
321,928
-9,476
-3% -$437K 4.23% 6
2026
Q1 		$15.3M Sell
331,404
-3,843
-1% -$179K 5.8% 6
2025
Q4 		$15.6M Sell
335,247
-7,853
-2% -$367K 5.61% 6
2025
Q3 		$16M Sell
343,100
-9,031
-3% -$418K 5.95% 6
2025
Q2 		$16.3M Sell
352,131
-23,186
-6% -$1.06M 6.43% 6
2025
Q1 		$17.3M Sell
375,317
-12,684
-3% -$578K 7.41% 4
2024
Q4 		$17.5M Buy
388,001
+47,229
+14% +$2.17M 7.51% 4
2024
Q3 		$16.1M Buy
340,772
+23,609
+7% +$1.1M 6.75% 4
2024
Q2 		$14.3M Buy
317,163
+5,866
+2% +$264K 6.39% 5
2024
Q1 		$14.2M Buy
311,297
+10,541
+4% +$480K 6.31% 6
2023
Q4 		$13.9M Buy
300,756
+12,808
+4% +$566K 6.78% 4
2023
Q3 		$12.6M Sell
287,948
-25,084
-8% -$1.12M 6.75% 4
2023
Q2 		$14.2M Buy
313,032
+12,434
+4% +$569K 7.56% 4
2023
Q1 		$13.9M Buy
300,598
+73,974
+33% +$3.39M 7.63% 4
2022
Q4 		$10.2M Buy
226,624
+15,715
+7% +$703K 5.76% 4
2022
Q3 		$9.39M Buy
210,909
+13,703
+7% +$639K 6.65% 3
2022
Q2 		$9.23M Buy
197,206
+94,889
+93% +$4.51M 6.36% 4
2022
Q1 		$5.08M Buy
+102,317
New +$5.21M 3.44% 8

Other funds holding IUSB

SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 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 $710M AUM 7.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Pine Grove Financial Group
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

Advus Financial Partners's IUSB Position: Q3 2026 in Review

Advus Financial Partners increased its iShares Core Universal USD Bond ETF (IUSB) stake by 6.7% in Q3 2026, buying an estimated $974K and bringing the position to 343,410 shares worth $15.1M. The position accounts for 4.27% of the portfolio, ranked #6.

Advus Financial Partners first reported a position in IUSB in Q1 2022 and has held it in 19 quarters since. The position peaked at $17.5M in Q4 2024. 242 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • Advus Financial Partners held 343,410 shares of iShares Core Universal USD Bond ETF worth $15.1M as of Q3 2026.
  • Advus Financial Partners bought 21,482 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $974K.
  • iShares Core Universal USD Bond ETF made up 4.27% of Advus Financial Partners's portfolio in Q3 2026, its #6 holding.
  • Advus Financial Partners first reported a position in iShares Core Universal USD Bond ETF in Q1 2022 and has held it in 19 quarters since.
  • Advus Financial Partners's iShares Core Universal USD Bond ETF position peaked at $17.5M in Q4 2024.
  • 242 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Advus Financial Partners's 13F filing for Q3 2026, filed 20 Oct 2026.