Beacon Financial Advisory
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Beacon Financial Advisory’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Beacon Financial Advisory’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 		$2.66M Buy
60,228
+14,208
+31% +$644K 0.5% 38
2026
Q2 		$2.12M Buy
46,020
+16,219
+54% +$748K 0.42% 53
2026
Q1 		$1.38M Buy
29,801
+1,181
+4% +$55K 0.31% 75
2025
Q4 		$1.33M Buy
28,620
+485
+2% +$22.7K 0.31% 79
2025
Q3 		$1.31M Sell
28,135
-5,451
-16% -$252K 0.3% 85
2025
Q2 		$1.55M Sell
33,586
-4,049
-11% -$185K 0.4% 54
2025
Q1 		$1.73M Buy
37,635
+2,531
+7% +$115K 0.53% 39
2024
Q4 		$1.59M Buy
35,104
+2,719
+8% +$125K 0.52% 42
2024
Q3 		$1.53M Buy
32,385
+5,041
+18% +$234K 0.52% 43
2024
Q2 		$1.24M Buy
27,344
+3,615
+15% +$163K 0.46% 52
2024
Q1 		$1.08M Buy
23,729
+9,542
+67% +$434K 0.53% 48
2023
Q4 		$654K Sell
14,187
-1,288
-8% -$56.9K 0.32% 95
2023
Q3 		$676K Buy
15,475
+1,391
+10% +$62.2K 0.37% 88
2023
Q2 		$640K Buy
14,084
+855
+6% +$39.1K 0.37% 88
2023
Q1 		$611K Buy
13,229
+342
+3% +$15.7K 0.39% 83
2022
Q4 		$579K Buy
12,887
+3,080
+31% +$138K 0.41% 75
2022
Q3 		$436K Buy
9,807
+334
+4% +$15.6K 0.31% 105
2022
Q2 		$444K Sell
9,473
-1,548
-14% -$73.6K 0.25% 132
2022
Q1 		$547K Buy
11,021
+602
+6% +$30.7K 0.26% 117
2021
Q4 		$551K Buy
10,419
+4,126
+66% +$219K 0.25% 120
2021
Q3 		$335K Buy
6,293
+1,381
+28% +$74.2K 0.17% 158
2021
Q2 		$263K Buy
+4,912
New +$261K 0.14% 181

Other funds holding IUSB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Beacon Financial Advisory's IUSB Position: Q3 2026 in Review

Beacon Financial Advisory increased its iShares Core Universal USD Bond ETF (IUSB) stake by 31% in Q3 2026, buying an estimated $644K and bringing the position to 60,228 shares worth $2.66M. The position accounts for 0.5% of the portfolio, ranked #38.

Beacon Financial Advisory first reported a position in IUSB in Q2 2021 and has held it in 22 quarters since. 607 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • Beacon Financial Advisory held 60,228 shares of iShares Core Universal USD Bond ETF worth $2.66M as of Q3 2026.
  • Beacon Financial Advisory bought 14,208 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $644K.
  • iShares Core Universal USD Bond ETF made up 0.5% of Beacon Financial Advisory's portfolio in Q3 2026, its #38 holding.
  • Beacon Financial Advisory first reported a position in iShares Core Universal USD Bond ETF in Q2 2021 and has held it in 22 quarters since.
  • 607 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.