Bennett Associates Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Bennett Associates Wealth Management’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	$7.15M	Buy	162,150 +7,624	+5%	+$346K	4.33%	9
2026 Q2	$7.13M	Buy	154,526 +11,455	+8%	+$528K	4.41%	9
2026 Q1	$6.61M	Buy	143,071 +1,980	+1%	+$92.3K	4.45%	9
2025 Q4	$6.57M	Buy	141,091 +5,638	+4%	+$264K	4.55%	8
2025 Q3	$6.33M	Buy	135,453 +25,999	+24%	+$1.2M	4.59%	9
2025 Q2	$5.06M	Sell	109,454 -1,300	-1%	-$59.3K	3.89%	10
2025 Q1	$5.1M	Buy	110,754 +4,295	+4%	+$196K	4.21%	9
2024 Q4	$4.81M	Buy	106,459 +24,657	+30%	+$1.13M	3.99%	9
2024 Q3	$3.85M	Buy	81,802 +3,428	+4%	+$159K	3.16%	11
2024 Q2	$3.54M	Buy	78,374 +1,987	+3%	+$89.3K	3.19%	12
2024 Q1	$3.48M	Buy	76,387 +5,739	+8%	+$261K	3.14%	12
2023 Q4	$3.25M	Buy	+70,648	New	+$3.12M	3.18%	10

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 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

Bennett Associates Wealth Management's IUSB Position: Q3 2026 in Review

Bennett Associates Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 4.9% in Q3 2026, buying an estimated $346K and bringing the position to 162,150 shares worth $7.15M. The position accounts for 4.33% of the portfolio, ranked #9.

Bennett Associates Wealth Management first reported a position in IUSB in Q4 2023 and has held it in 12 quarters since. 295 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Bennett Associates Wealth Management held 162,150 shares of iShares Core Universal USD Bond ETF worth $7.15M as of Q3 2026.
Bennett Associates Wealth Management bought 7,624 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $346K.
iShares Core Universal USD Bond ETF made up 4.33% of Bennett Associates Wealth Management's portfolio in Q3 2026, its #9 holding.
Bennett Associates Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 12 quarters since.
295 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Bennett Associates Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.