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

Barnes Wealth Management 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	$10.6M	Buy	241,246 +46,673	+24%	+$2.12M	4.76%	2
2026 Q2	$8.98M	Buy	194,573 +6,041	+3%	+$279K	4.15%	2
2026 Q1	$8.71M	Buy	188,532 +10,553	+6%	+$492K	4.42%	1
2025 Q4	$8.28M	Buy	177,979 +1,031	+0.6%	+$48.2K	4.43%	1
2025 Q3	$8.27M	Sell	176,948 -4,646	-3%	-$215K	4.55%	1
2025 Q2	$8.4M	Sell	181,594 -3,507	-2%	-$160K	4.96%	1
2025 Q1	$8.53M	Buy	185,101 +5,768	+3%	+$263K	5.47%	2
2024 Q4	$8.11M	Buy	+179,333	New	+$8.23M	5.44%	2

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

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Barnes Wealth Management Group's IUSB Position: Q3 2026 in Review

Barnes Wealth Management Group increased its iShares Core Universal USD Bond ETF (IUSB) stake by 24% in Q3 2026, buying an estimated $2.12M and bringing the position to 241,246 shares worth $10.6M. The position accounts for 4.76% of the portfolio, ranked #2.

Barnes Wealth Management Group first reported a position in IUSB in Q4 2024 and has held it in 8 quarters since. 607 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Barnes Wealth Management Group held 241,246 shares of iShares Core Universal USD Bond ETF worth $10.6M as of Q3 2026.
Barnes Wealth Management Group bought 46,673 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $2.12M.
iShares Core Universal USD Bond ETF made up 4.76% of Barnes Wealth Management Group's portfolio in Q3 2026, its #2 holding.
Barnes Wealth Management Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 8 quarters since.
607 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Barnes Wealth Management Group's 13F filing for Q3 2026, filed 9 Nov 2026.