Centennial Advisors
IUSB icon

Centennial Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Centennial Advisors’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 		$1.05M Buy
23,852
+9,513
+66% +$431K 1.26% 27
2026
Q2 		$662K Buy
14,339
+6,764
+89% +$312K 0.79% 35
2026
Q1 		$350K Buy
7,575
+1,856
+32% +$86.5K 0.45% 59
2025
Q4 		$266K Buy
+5,719
New +$267K 0.35% 70

Other funds holding IUSB

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
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Centennial Advisors's IUSB Position: Q3 2026 in Review

Centennial Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 66% in Q3 2026, buying an estimated $431K and bringing the position to 23,852 shares worth $1.05M. The position accounts for 1.26% of the portfolio, ranked #27.

Centennial Advisors first reported a position in IUSB in Q4 2025 and has held it in 4 quarters since. 511 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • Centennial Advisors held 23,852 shares of iShares Core Universal USD Bond ETF worth $1.05M as of Q3 2026.
  • Centennial Advisors bought 9,513 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $431K.
  • iShares Core Universal USD Bond ETF made up 1.26% of Centennial Advisors's portfolio in Q3 2026, its #27 holding.
  • Centennial Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 511 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Centennial Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.