Altiora Financial Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Altiora Financial Group’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	–	Sell	-4,964	Closed	-$229K	–	113
2026 Q2	$229K	Hold	4,964	–	–	0.04%	103
2026 Q1	$229K	Hold	4,964	–	–	0.04%	104
2025 Q4	$231K	Hold	4,964	–	–	0.04%	91
2025 Q3	$232K	Hold	4,964	–	–	0.04%	88
2025 Q2	$229K	Hold	4,964	–	–	0.04%	91
2025 Q1	$229K	Hold	4,964	–	–	0.05%	88
2024 Q4	$224K	Hold	4,964	–	–	0.05%	90
2024 Q3	$234K	Hold	4,964	–	–	0.05%	88
2024 Q2	$224K	Hold	4,964	–	–	0.05%	82
2024 Q1	$226K	Buy	+4,964	New	+$226K	0.06%	79

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

Altiora Financial Group's IUSB Position: Q3 2026 in Review

Altiora Financial Group sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2026, closing a stake of 4,964 shares — an estimated $229K sold.

Altiora Financial Group first reported a position in IUSB in Q1 2024 and held it in 10 quarters. The position peaked at $234K in Q3 2024. 607 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Altiora Financial Group reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2026 after selling out during the quarter.
Altiora Financial Group sold 4,964 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $229K.
Altiora Financial Group first reported a position in iShares Core Universal USD Bond ETF in Q1 2024 and held it in 10 quarters.
Altiora Financial Group's iShares Core Universal USD Bond ETF position peaked at $234K in Q3 2024.
607 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Altiora Financial Group's 13F filing for Q3 2026, filed 4 Nov 2026.