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Apeiron RIA’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Apeiron RIA’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 		$24.5M Buy
557,270
+266,919
+92% +$12.1M 5.58% 2
2026
Q2 		$13.4M Sell
290,351
-150,289
-34% -$6.93M 3.44% 5
2026
Q1 		$20.4M Sell
440,640
-8,796
-2% -$410K 4.72% 2
2025
Q4 		$20.9M Buy
449,436
+222,639
+98% +$10.4M 4.24% 3
2025
Q3 		$10.6M Sell
226,797
-12,715
-5% -$588K 2.39% 12
2025
Q2 		$11.1M Sell
239,512
-61,535
-20% -$2.81M 2.85% 7
2025
Q1 		$13.9M Buy
301,047
+1,895
+0.6% +$86.4K 4.19% 2
2024
Q4 		$13.5M Sell
299,152
-64,493
-18% -$2.96M 3.78% 3
2024
Q3 		$17.1M Buy
363,645
+103,771
+40% +$4.82M 4.91% 2
2024
Q2 		$11.8M Buy
259,874
+555
+0.2% +$25K 3.6% 4
2024
Q1 		$11.8M Buy
259,319
+92,636
+56% +$4.22M 3.42% 5
2023
Q4 		$7.68M Sell
166,683
-9,322
-5% -$412K 2.39% 11
2023
Q3 		$7.69M Buy
176,005
+26,833
+18% +$1.2M 2.62% 11
2023
Q2 		$6.78M Buy
149,172
+8,460
+6% +$387K 2.32% 14
2023
Q1 		$6.49M Buy
140,712
+70,161
+99% +$3.21M 2.23% 15
2022
Q4 		$3.17M Sell
70,551
-23,645
-25% -$1.06M 1.21% 18
2022
Q3 		$4.15M Buy
94,196
+41,539
+79% +$1.94M 1.91% 16
2022
Q2 		$247K Buy
52,657
+10,642
+25% +$506K 0.07% 100
2022
Q1 		$2.05M Sell
42,015
-62,418
-60% -$3.18M 0.98% 23
2021
Q4 		$5.53M Buy
+104,433
New +$5.54M 2.27% 14

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
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 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
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Apeiron RIA's IUSB Position: Q3 2026 in Review

Apeiron RIA increased its iShares Core Universal USD Bond ETF (IUSB) stake by 92% in Q3 2026, buying an estimated $12.1M and bringing the position to 557,270 shares worth $24.5M. The position accounts for 5.58% of the portfolio, ranked #2.

Apeiron RIA first reported a position in IUSB in Q4 2021 and has held it in 20 quarters since. 188 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • Apeiron RIA held 557,270 shares of iShares Core Universal USD Bond ETF worth $24.5M as of Q3 2026.
  • Apeiron RIA bought 266,919 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $12.1M.
  • iShares Core Universal USD Bond ETF made up 5.58% of Apeiron RIA's portfolio in Q3 2026, its #2 holding.
  • Apeiron RIA first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and has held it in 20 quarters since.
  • 188 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Apeiron RIA's 13F filing for Q3 2026, filed 8 Oct 2026.