BridgePort Financial Solutions’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

BridgePort Financial Solutions’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	$2.46M	Buy	55,833 +8,449	+18%	+$383K	0.57%	43
2026 Q2	$2.19M	Buy	47,384 +16,454	+53%	+$759K	0.56%	41
2026 Q1	$1.43M	Sell	30,930 -400	-1%	-$18.6K	0.41%	55
2025 Q4	$1.46M	Buy	31,330 +2,802	+10%	+$131K	0.39%	53
2025 Q3	$1.33M	Sell	28,528 -14,759	-34%	-$683K	0.36%	59
2025 Q2	$2M	Buy	43,287 +4,411	+11%	+$201K	0.67%	36
2025 Q1	$1.79M	Sell	38,876 -21	-0.1%	-$957	0.81%	32
2024 Q4	$1.79M	Buy	+38,897	New	+$1.79M	0.81%	30

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

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

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

Mason & Associates (Virginia) Newport News, Virginia $486M AUM 6.35% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

BridgePort Financial Solutions's IUSB Position: Q3 2026 in Review

BridgePort Financial Solutions increased its iShares Core Universal USD Bond ETF (IUSB) stake by 18% in Q3 2026, buying an estimated $383K and bringing the position to 55,833 shares worth $2.46M. The position accounts for 0.57% of the portfolio, ranked #43.

BridgePort Financial Solutions first reported a position in IUSB in Q4 2024 and has held it in 8 quarters since. 533 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

BridgePort Financial Solutions held 55,833 shares of iShares Core Universal USD Bond ETF worth $2.46M as of Q3 2026.
BridgePort Financial Solutions bought 8,449 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $383K.
iShares Core Universal USD Bond ETF made up 0.57% of BridgePort Financial Solutions's portfolio in Q3 2026, its #43 holding.
BridgePort Financial Solutions first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 8 quarters since.
533 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on BridgePort Financial Solutions's 13F filing for Q3 2026, filed 2 Nov 2026.