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

Aprio 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	-26,543	Closed	-$1.22M	–	661
2026 Q2	$1.22M	Buy	26,543 +40	+0.2%	+$1.84K	0.06%	199
2026 Q1	$1.22M	Sell	26,503 -2,993	-10%	-$139K	0.07%	170
2025 Q4	$1.37M	Sell	29,496 -5,762	-16%	-$269K	0.08%	156
2025 Q3	$1.65M	Sell	35,258 -2,538	-7%	-$117K	0.16%	88
2025 Q2	$1.75M	Sell	37,796 -23,684	-39%	-$1.08M	0.2%	75
2025 Q1	$2.83M	Buy	+61,480	New	+$2.8M	0.35%	51
2024 Q1	–	Sell	-9,447	Closed	-$435K	–	257
2023 Q4	$435K	Buy	9,447 +1,798	+24%	+$79.5K	0.1%	103
2023 Q3	$334K	Buy	+7,649	New	+$342K	0.09%	105

Other funds holding IUSB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

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

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

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

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 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 $486M AUM 6.35% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Aprio Wealth Management sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2026, closing a stake of 26,543 shares — an estimated $1.22M sold.

Aprio Wealth Management first reported a position in IUSB in Q3 2023 and held it in 8 quarters. The position peaked at $2.83M in Q1 2025. 561 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Aprio Wealth Management reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2026 after selling out during the quarter.
Aprio Wealth Management sold 26,543 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $1.22M.
Aprio Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q3 2023 and held it in 8 quarters.
Aprio Wealth Management's iShares Core Universal USD Bond ETF position peaked at $2.83M in Q1 2025.
561 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.