Braun-Bostich & Associates
IUSB icon

Braun-Bostich & Associates’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Braun-Bostich & Associates’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 		$1.64M Buy
37,303
+27,061
+264% +$1.23M 0.94% 33
2026
Q2 		$473K Buy
+10,242
New +$472K 0.26% 66
2025
Q4 		– Sell
-6,222
Closed -$291K – 128
2025
Q3 		$291K Sell
6,222
-9,976
-62% -$461K 0.18% 87
2025
Q2 		$749K Sell
16,198
-7,350
-31% -$335K 0.51% 44
2025
Q1 		$1.09M Sell
23,548
-9,195
-28% -$419K 0.8% 35
2024
Q4 		$1.48M Sell
32,743
-29,949
-48% -$1.37M 1.07% 28
2024
Q3 		$2.95M Buy
62,692
+20,246
+48% +$939K 2.06% 15
2024
Q2 		$1.92M Sell
42,446
-70,908
-63% -$3.19M 1.43% 18
2024
Q1 		$5.17M Buy
113,354
+3,999
+4% +$182K 4.33% 2
2023
Q4 		$5.04M Buy
+109,355
New +$4.83M 4.55% 5
2023
Q3 		– Sell
-65,901
Closed -$3M – 76
2023
Q2 		$3M Buy
65,901
+1,553
+2% +$71.1K 6.42% 1
2023
Q1 		$2.97M Buy
64,348
+24,754
+63% +$1.13M 7.03% 1
2022
Q4 		$1.78M Buy
39,594
+20,447
+107% +$915K 5.14% 2
2022
Q3 		$852K Buy
19,147
+5,815
+44% +$271K 2.61% 11
2022
Q2 		$624K Buy
+13,332
New +$633K 1.62% 28

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
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
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Mason & Associates (Virginia)
Mason & Associates (Virginia) Newport News, Virginia $486M AUM 6.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Braun-Bostich & Associates's IUSB Position: Q3 2026 in Review

Braun-Bostich & Associates increased its iShares Core Universal USD Bond ETF (IUSB) stake by 264% in Q3 2026, buying an estimated $1.23M and bringing the position to 37,303 shares worth $1.64M. The position accounts for 0.94% of the portfolio, ranked #33.

Braun-Bostich & Associates first reported a position in IUSB in Q2 2022 and has held it in 15 quarters since. The position peaked at $5.17M in Q1 2024. 571 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • Braun-Bostich & Associates held 37,303 shares of iShares Core Universal USD Bond ETF worth $1.64M as of Q3 2026.
  • Braun-Bostich & Associates bought 27,061 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $1.23M.
  • iShares Core Universal USD Bond ETF made up 0.94% of Braun-Bostich & Associates's portfolio in Q3 2026, its #33 holding.
  • Braun-Bostich & Associates first reported a position in iShares Core Universal USD Bond ETF in Q2 2022 and has held it in 15 quarters since.
  • Braun-Bostich & Associates's iShares Core Universal USD Bond ETF position peaked at $5.17M in Q1 2024.
  • 571 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Braun-Bostich & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.