AlphaCore Capital’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

AlphaCore Capital’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	$44K	Buy	997 +368	+59%	+$16.7K	﹤0.01%	1512
2026 Q2	$29K	Sell	629 -1,073	-63%	-$49.5K	﹤0.01%	1333
2026 Q1	$78.6K	Buy	1,702 +673	+65%	+$31.4K	﹤0.01%	964
2025 Q4	$47.9K	Hold	1,029	–	–	﹤0.01%	1162
2025 Q3	$48.1K	Hold	1,029	–	–	﹤0.01%	874
2025 Q2	$47.6K	Hold	1,029	–	–	﹤0.01%	817
2025 Q1	$47.4K	Buy	+1,029	New	+$46.9K	﹤0.01%	600
2024 Q1	–	Sell	-629	Closed	-$29K	–	263
2023 Q4	$29K	Hold	629	–	–	﹤0.01%	303
2023 Q3	$27.5K	Hold	629	–	–	﹤0.01%	293
2023 Q2	$28.6K	Buy	+629	New	+$28.8K	﹤0.01%	265

Other funds holding IUSB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

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

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

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

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

AlphaCore Capital's IUSB Position: Q3 2026 in Review

AlphaCore Capital increased its iShares Core Universal USD Bond ETF (IUSB) stake by 59% in Q3 2026, buying an estimated $16.7K and bringing the position to 997 shares worth $44K. The position accounts for ﹤0.01% of the portfolio, ranked #1512.

AlphaCore Capital first reported a position in IUSB in Q2 2023 and has held it in 10 quarters since. The position peaked at $78.6K in Q1 2026. 607 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

AlphaCore Capital held 997 shares of iShares Core Universal USD Bond ETF worth $44K as of Q3 2026.
AlphaCore Capital bought 368 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $16.7K.
iShares Core Universal USD Bond ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q3 2026, its #1512 holding.
AlphaCore Capital first reported a position in iShares Core Universal USD Bond ETF in Q2 2023 and has held it in 10 quarters since.
AlphaCore Capital's iShares Core Universal USD Bond ETF position peaked at $78.6K in Q1 2026.
607 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.