Armis Advisers’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Armis Advisers’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	-4,376	Closed	-$201K	–	522
2026 Q2	$201K	Sell	4,376 -232	-5%	-$10.7K	0.02%	471
2026 Q1	$212K	Sell	4,608 -674	-13%	-$31.4K	0.02%	431
2025 Q4	$243K	Buy	+5,282	New	+$247K	0.03%	380
2025 Q3	–	Sell	-19,062	Closed	-$881K	–	431
2025 Q2	$881K	Sell	19,062 -9,632	-34%	-$440K	0.07%	207
2025 Q1	$1.32M	Sell	28,694 -7,497	-21%	-$342K	0.12%	134
2024 Q4	$1.64M	Buy	+36,191	New	+$1.66M	0.2%	91

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

Armis Advisers's IUSB Position: Q3 2026 in Review

Armis Advisers sold out of iShares Core Universal USD Bond ETF (IUSB) in Q3 2026, closing a stake of 4,376 shares — an estimated $201K sold.

Armis Advisers first reported a position in IUSB in Q4 2024 and held it in 6 quarters. The position peaked at $1.64M in Q4 2024. 230 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Armis Advisers reported no remaining iShares Core Universal USD Bond ETF position as of Q3 2026 after selling out during the quarter.
Armis Advisers sold 4,376 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $201K.
Armis Advisers first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and held it in 6 quarters.
Armis Advisers's iShares Core Universal USD Bond ETF position peaked at $1.64M in Q4 2024.
230 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Armis Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.