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Cassilly Financial Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Cassilly Financial Group’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 		$5.01M Buy
113,563
+19,022
+20% +$862K 3.36% 7
2026
Q2 		$4.36M Buy
94,541
+17,293
+22% +$797K 3.17% 8
2026
Q1 		$3.57M Buy
77,248
+2,266
+3% +$106K 3.1% 8
2025
Q4 		$3.49M Buy
+74,982
New +$3.5M 3.08% 7

Other funds holding IUSB

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Cassilly Financial Group's IUSB Position: Q3 2026 in Review

Cassilly Financial Group increased its iShares Core Universal USD Bond ETF (IUSB) stake by 20% in Q3 2026, buying an estimated $862K and bringing the position to 113,563 shares worth $5.01M. The position accounts for 3.36% of the portfolio, ranked #7.

Cassilly Financial Group first reported a position in IUSB in Q4 2025 and has held it in 4 quarters since. 28 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • Cassilly Financial Group held 113,563 shares of iShares Core Universal USD Bond ETF worth $5.01M as of Q3 2026.
  • Cassilly Financial Group bought 19,022 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $862K.
  • iShares Core Universal USD Bond ETF made up 3.36% of Cassilly Financial Group's portfolio in Q3 2026, its #7 holding.
  • Cassilly Financial Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 28 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Cassilly Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.