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

Apella 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	$71.6M	Buy	1,626,651 +244,077	+18%	+$11.1M	0.91%	26
2026 Q2	$63.3M	Buy	1,382,574 +260,144	+23%	+$12M	0.89%	24
2026 Q1	$52.2M	Buy	1,122,430 +295,869	+36%	+$13.8M	0.78%	30
2025 Q4	$38.5M	Buy	826,561 +164,024	+25%	+$7.67M	0.76%	34
2025 Q3	$31.2M	Buy	662,537 +145,220	+28%	+$6.72M	0.69%	40
2025 Q2	$23.7M	Buy	517,317 +197,729	+62%	+$9.02M	0.64%	35
2025 Q1	$14.6M	Buy	319,588 +193,899	+154%	+$8.84M	0.5%	41
2024 Q4	$5.68M	Buy	125,689 +83,568	+198%	+$3.84M	0.22%	72
2024 Q3	$1.98M	Sell	42,121 -30	-0.1%	-$1.39K	0.08%	106
2024 Q2	$1.91M	Sell	42,151 -1,735	-4%	-$78K	0.09%	102
2024 Q1	$1.98M	Sell	43,886 -6,723	-13%	-$306K	0.1%	97
2023 Q4	$2.31M	Buy	50,609 +34,016	+205%	+$1.5M	0.13%	88
2023 Q3	$725K	Buy	+16,593	New	+$742K	0.05%	140

Other funds holding IUSB

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

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

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Apella Capital's IUSB Position: Q3 2026 in Review

Apella Capital increased its iShares Core Universal USD Bond ETF (IUSB) stake by 18% in Q3 2026, buying an estimated $11.1M and bringing the position to 1,626,651 shares worth $71.6M. The position accounts for 0.91% of the portfolio, ranked #26.

Apella Capital first reported a position in IUSB in Q3 2023 and has held it in 13 quarters since. 188 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Apella Capital held 1,626,651 shares of iShares Core Universal USD Bond ETF worth $71.6M as of Q3 2026.
Apella Capital bought 244,077 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $11.1M.
iShares Core Universal USD Bond ETF made up 0.91% of Apella Capital's portfolio in Q3 2026, its #26 holding.
Apella Capital first reported a position in iShares Core Universal USD Bond ETF in Q3 2023 and has held it in 13 quarters since.
188 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.