Atomi Financial Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Atomi Financial Group’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	$29M	Sell	657,099 -63,744	-9%	-$2.89M	0.74%	28
2026 Q2	$33.3M	Buy	720,843 +87,391	+14%	+$4.03M	0.87%	24
2026 Q1	$29.3M	Buy	633,452 +59,455	+10%	+$2.77M	0.9%	26
2025 Q4	$26.7M	Buy	573,997 +53,413	+10%	+$2.5M	0.78%	29
2025 Q3	$24.3M	Sell	520,584 -5,576	-1%	-$258K	0.79%	28
2025 Q2	$24.3M	Buy	526,160 +50,006	+11%	+$2.28M	0.92%	23
2025 Q1	$21.9M	Buy	476,154 +42,390	+10%	+$1.93M	1%	24
2024 Q4	$19.6M	Buy	433,764 +149,832	+53%	+$6.88M	0.99%	23
2024 Q3	$13.4M	Sell	283,932 -60,280	-18%	-$2.8M	0.84%	26
2024 Q2	$15.6M	Buy	344,212 +104,854	+44%	+$4.71M	1.15%	17
2024 Q1	$10.9M	Buy	+239,358	New	+$10.9M	1.01%	16

Other funds holding IUSB

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

Mariner Overland Park, Kansas $100B AUM 26.06% 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

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Atomi Financial Group's IUSB Position: Q3 2026 in Review

Atomi Financial Group reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 8.8% in Q3 2026, selling an estimated $2.89M and leaving 657,099 shares worth $29M. The position accounts for 0.74% of the portfolio, ranked #28.

Atomi Financial Group first reported a position in IUSB in Q1 2024 and has held it in 11 quarters since. The position peaked at $33.3M in Q2 2026. 615 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Atomi Financial Group held 657,099 shares of iShares Core Universal USD Bond ETF worth $29M as of Q3 2026.
Atomi Financial Group sold 63,744 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $2.89M.
iShares Core Universal USD Bond ETF made up 0.74% of Atomi Financial Group's portfolio in Q3 2026, its #28 holding.
Atomi Financial Group first reported a position in iShares Core Universal USD Bond ETF in Q1 2024 and has held it in 11 quarters since.
Atomi Financial Group's iShares Core Universal USD Bond ETF position peaked at $33.3M in Q2 2026.
615 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Atomi Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.