Centerline Wealth Advisors
IUSB icon

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

Centerline Wealth 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 		$3.58M Buy
81,175
+62,096
+325% +$2.81M 1.12% 25
2026
Q2 		$881K Sell
19,079
-60,987
-76% -$2.81M 0.28% 46
2026
Q1 		$3.7M Buy
+80,066
New +$3.73M 1.33% 23

Other funds holding IUSB

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
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 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
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

Centerline Wealth Advisors's IUSB Position: Q3 2026 in Review

Centerline Wealth Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 325% in Q3 2026, buying an estimated $2.81M and bringing the position to 81,175 shares worth $3.58M. The position accounts for 1.12% of the portfolio, ranked #25.

Centerline Wealth Advisors first reported a position in IUSB in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.7M in Q1 2026. 401 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • Centerline Wealth Advisors held 81,175 shares of iShares Core Universal USD Bond ETF worth $3.58M as of Q3 2026.
  • Centerline Wealth Advisors bought 62,096 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $2.81M.
  • iShares Core Universal USD Bond ETF made up 1.12% of Centerline Wealth Advisors's portfolio in Q3 2026, its #25 holding.
  • Centerline Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • Centerline Wealth Advisors's iShares Core Universal USD Bond ETF position peaked at $3.7M in Q1 2026.
  • 401 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Centerline Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.