Apollon Wealth Management
IUSB icon

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

Apollon 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 		$27.4M Buy
620,602
+317,775
+105% +$14.4M 0.31% 57
2026
Q2 		$14M Buy
302,827
+81,869
+37% +$3.78M 0.17% 115
2026
Q1 		$10.2M Buy
220,958
+12,865
+6% +$600K 0.17% 126
2025
Q4 		$9.7M Buy
208,093
+8,323
+4% +$389K 0.17% 117
2025
Q3 		$9.33M Buy
199,770
+6,138
+3% +$284K 0.17% 119
2025
Q2 		$8.95M Sell
193,632
-13,799
-7% -$630K 0.18% 112
2025
Q1 		$9.6M Buy
207,431
+22,252
+12% +$1.01M 0.21% 92
2024
Q4 		$8.37M Buy
185,179
+15,308
+9% +$703K 0.19% 97
2024
Q3 		$8M Buy
169,871
+36,550
+27% +$1.7M 0.23% 77
2024
Q2 		$6.03M Sell
133,321
-20,321
-13% -$914K 0.18% 99
2024
Q1 		$7M Buy
153,642
+14,318
+10% +$652K 0.22% 86
2023
Q4 		$6.42M Buy
139,324
+22,963
+20% +$1.01M 0.22% 85
2023
Q3 		$5.09M Sell
116,361
-2,446
-2% -$109K 0.26% 75
2023
Q2 		$5.4M Buy
118,807
+55,937
+89% +$2.56M 0.26% 75
2023
Q1 		$2.9M Buy
62,870
+25,006
+66% +$1.14M 0.18% 117
2022
Q4 		$1.7M Sell
37,864
-229
-0.6% -$10.2K 0.12% 178
2022
Q3 		$1.7M Sell
38,093
-1,882
-5% -$87.8K 0.14% 158
2022
Q2 		$1.87M Sell
39,975
-4,102
-9% -$195K 0.16% 142
2022
Q1 		$2.19M Buy
44,077
+1,396
+3% +$71.1K 0.16% 144
2021
Q4 		$2.26M Buy
+42,681
New +$2.26M 0.17% 141

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
Mason & Associates (Virginia)
Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 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

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

Apollon Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 105% in Q3 2026, buying an estimated $14.4M and bringing the position to 620,602 shares worth $27.4M. The position accounts for 0.31% of the portfolio, ranked #57.

Apollon Wealth Management first reported a position in IUSB in Q4 2021 and has held it in 20 quarters since. 295 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • Apollon Wealth Management held 620,602 shares of iShares Core Universal USD Bond ETF worth $27.4M as of Q3 2026.
  • Apollon Wealth Management bought 317,775 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $14.4M.
  • iShares Core Universal USD Bond ETF made up 0.31% of Apollon Wealth Management's portfolio in Q3 2026, its #57 holding.
  • Apollon Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and has held it in 20 quarters since.
  • 295 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.