BOS Asset Management
IUSB icon

BOS Asset Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

BOS Asset 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 		$4.35M Sell
98,552
-494
-0.5% -$22.4K 1.02% 28
2026
Q2 		$4.57M Buy
99,046
+16,291
+20% +$751K 1.06% 29
2026
Q1 		$3.82M Buy
82,755
+3,021
+4% +$141K 0.98% 30
2025
Q4 		$3.71M Sell
79,734
-85
-0.1% -$3.97K 0.99% 27
2025
Q3 		$3.73M Buy
79,819
+3,543
+5% +$164K 1.05% 26
2025
Q2 		$3.53M Sell
76,276
-19,083
-20% -$871K 1.13% 24
2025
Q1 		$4.39M Sell
95,359
-3,504
-4% -$160K 1.51% 17
2024
Q4 		$4.47M Buy
98,863
+32,655
+49% +$1.5M 1.6% 16
2024
Q3 		$3.12M Buy
66,208
+23,874
+56% +$1.11M 1.15% 21
2024
Q2 		$1.91M Buy
42,334
+20,015
+90% +$900K 0.88% 24
2024
Q1 		$1.02M Sell
22,319
-22,366
-50% -$1.02M 0.53% 41
2023
Q4 		$2.06M Buy
44,685
+15,481
+53% +$684K 1.41% 16
2023
Q3 		$1.28M Buy
+29,204
New +$1.31M 0.94% 26

Other funds holding IUSB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

BOS Asset Management's IUSB Position: Q3 2026 in Review

BOS Asset Management reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 0.5% in Q3 2026, selling an estimated $22.4K and leaving 98,552 shares worth $4.35M. The position accounts for 1.02% of the portfolio, ranked #28.

BOS Asset Management first reported a position in IUSB in Q3 2023 and has held it in 13 quarters since. The position peaked at $4.57M in Q2 2026. 786 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • BOS Asset Management held 98,552 shares of iShares Core Universal USD Bond ETF worth $4.35M as of Q3 2026.
  • BOS Asset Management sold 494 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $22.4K.
  • iShares Core Universal USD Bond ETF made up 1.02% of BOS Asset Management's portfolio in Q3 2026, its #28 holding.
  • BOS Asset Management first reported a position in iShares Core Universal USD Bond ETF in Q3 2023 and has held it in 13 quarters since.
  • BOS Asset Management's iShares Core Universal USD Bond ETF position peaked at $4.57M in Q2 2026.
  • 786 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on BOS Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.