Apex Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Apex Wealth Management’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	-5,924	Closed	-$273K	–	66
2026 Q2	$273K	Buy	5,924 +26	+0.4%	+$1.2K	0.17%	57
2026 Q1	$272K	Sell	5,898 -771	-12%	-$35.9K	0.19%	55
2025 Q4	$311K	Sell	6,669 -5	-0.1%	-$234	0.32%	41
2025 Q3	$312K	Buy	6,674 +70	+1%	+$3.24K	0.22%	50
2025 Q2	$305K	Sell	6,604 -3,022	-31%	-$138K	0.24%	45
2025 Q1	$444K	Sell	9,626 -70,920	-88%	-$3.23M	0.4%	34
2024 Q4	$3.64M	Buy	+80,546	New	+$3.7M	3.14%	10

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

Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return

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

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Apex Wealth Management's IUSB Position: Q3 2026 in Review

Apex Wealth Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2026, closing a stake of 5,924 shares — an estimated $273K sold.

Apex Wealth Management first reported a position in IUSB in Q4 2024 and held it in 7 quarters. The position peaked at $3.64M in Q4 2024. 226 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Apex Wealth Management reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2026 after selling out during the quarter.
Apex Wealth Management sold 5,924 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $273K.
Apex Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and held it in 7 quarters.
Apex Wealth Management's iShares Core Universal USD Bond ETF position peaked at $3.64M in Q4 2024.
226 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Apex Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.