Aspiriant LLC’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Aspiriant LLC’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	$609K	Sell	13,803 -17,725	-56%	-$803K	0.01%	221
2026 Q2	$1.46M	Buy	31,528 +14,689	+87%	+$677K	0.04%	138
2026 Q1	$778K	Buy	16,839 +2,819	+20%	+$131K	0.02%	173
2025 Q4	$652K	Sell	14,020 -149	-1%	-$6.96K	0.02%	196
2025 Q3	$662K	Sell	14,169 -322	-2%	-$14.9K	0.02%	181
2025 Q2	$670K	Sell	14,491 -617	-4%	-$28.2K	0.02%	176
2025 Q1	$696K	Sell	15,108 -13,940	-48%	-$635K	0.02%	162
2024 Q4	$1.31M	Buy	29,048 +11,218	+63%	+$515K	0.05%	125
2024 Q3	$840K	Buy	17,830 +1,567	+10%	+$72.7K	0.03%	155
2024 Q2	$735K	Sell	16,263 -982	-6%	-$44.2K	0.03%	165
2024 Q1	$786K	Sell	17,245 -461	-3%	-$21K	0.03%	157
2023 Q4	$816K	Buy	+17,706	New	+$783K	0.04%	156

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

MAV

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

Aspiriant LLC's IUSB Position: Q3 2026 in Review

Aspiriant LLC reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 56% in Q3 2026, selling an estimated $803K and leaving 13,803 shares worth $609K. The position accounts for 0.01% of the portfolio, ranked #221.

Aspiriant LLC first reported a position in IUSB in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.46M in Q2 2026. 225 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Aspiriant LLC held 13,803 shares of iShares Core Universal USD Bond ETF worth $609K as of Q3 2026.
Aspiriant LLC sold 17,725 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $803K.
iShares Core Universal USD Bond ETF made up 0.01% of Aspiriant LLC's portfolio in Q3 2026, its #221 holding.
Aspiriant LLC first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 12 quarters since.
Aspiriant LLC's iShares Core Universal USD Bond ETF position peaked at $1.46M in Q2 2026.
225 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.