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 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Altiora Financial Group's IUSB Position: Q1 2026 in Review

Altiora Financial Group held its iShares Core Universal USD Bond ETF (IUSB) position steady in Q1 2026 at 4,964 shares worth $229K. The position accounts for 0.04% of the portfolio, ranked #104.

Altiora Financial Group first reported a position in IUSB in Q1 2024 and has held it in 9 quarters since. The position peaked at $234K in Q3 2024. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

Altiora Financial Group held 4,964 shares of iShares Core Universal USD Bond ETF worth $229K as of Q1 2026.
Altiora Financial Group left its iShares Core Universal USD Bond ETF share count unchanged in Q1 2026.
iShares Core Universal USD Bond ETF made up 0.04% of Altiora Financial Group's portfolio in Q1 2026, its #104 holding.
Altiora Financial Group first reported a position in iShares Core Universal USD Bond ETF in Q1 2024 and has held it in 9 quarters since.
Altiora Financial Group's iShares Core Universal USD Bond ETF position peaked at $234K in Q3 2024.
837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Altiora Financial Group's 13F filing for Q1 2026, filed 8 May 2026.