Centurion Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Centurion Wealth Management’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	$11.3M	Buy	257,150 +102,893	+67%	+$4.66M	2.73%	4
2026 Q2	$7.12M	Sell	154,257 -7,767	-5%	-$358K	1.7%	12
2026 Q1	$7.48M	Buy	162,024 +2,961	+2%	+$138K	1.69%	10
2025 Q4	$7.4M	Buy	159,063 +4,307	+3%	+$201K	1.62%	11
2025 Q3	$7.23M	Sell	154,756 -14,539	-9%	-$672K	1.65%	12
2025 Q2	$7.83M	Sell	169,295 -1,704	-1%	-$77.8K	2.24%	9
2025 Q1	$7.73M	Hold	170,999	–	–	2.42%	9
2024 Q4	$7.73M	Sell	170,999 -104,716	-38%	-$4.81M	2.42%	9
2024 Q3	$13M	Buy	+275,715	New	+$12.8M	4.15%	5
2024 Q1	$12M	Buy	262,860 +66,746	+34%	+$3.04M	4.72%	6
2023 Q4	$9.03M	Sell	196,114 -5,763	-3%	-$255K	3.86%	7
2023 Q3	$8.83M	Sell	201,877 -2,973	-1%	-$133K	4.32%	6
2023 Q2	$9.31M	Buy	204,850 +64	+0%	+$2.93K	4.49%	5
2023 Q1	$9.45M	Buy	204,786 +37,634	+23%	+$1.72M	4.78%	5
2022 Q4	$7.51M	Buy	+167,152	New	+$7.48M	4.24%	5

Other funds holding IUSB

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Centurion Wealth Management's IUSB Position: Q3 2026 in Review

Centurion Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 67% in Q3 2026, buying an estimated $4.66M and bringing the position to 257,150 shares worth $11.3M. The position accounts for 2.73% of the portfolio, ranked #4.

Centurion Wealth Management first reported a position in IUSB in Q4 2022 and has held it in 15 quarters since. The position peaked at $13M in Q3 2024. 188 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Centurion Wealth Management held 257,150 shares of iShares Core Universal USD Bond ETF worth $11.3M as of Q3 2026.
Centurion Wealth Management bought 102,893 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $4.66M.
iShares Core Universal USD Bond ETF made up 2.73% of Centurion Wealth Management's portfolio in Q3 2026, its #4 holding.
Centurion Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and has held it in 15 quarters since.
Centurion Wealth Management's iShares Core Universal USD Bond ETF position peaked at $13M in Q3 2024.
188 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.