C1AG
IUSB icon

Client 1st Advisory Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Client 1st Advisory 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 		$10.8M Buy
246,079
+15,134
+7% +$686K 2.78% 10
2026
Q2 		$10.7M Buy
230,945
+6,937
+3% +$320K 2.78% 9
2026
Q1 		$10.3M Buy
224,008
+16,407
+8% +$765K 3.14% 8
2025
Q4 		$9.7M Buy
207,601
+30,268
+17% +$1.41M 3.02% 7
2025
Q3 		$8.28M Buy
177,333
+4,845
+3% +$224K 2.74% 8
2025
Q2 		$7.97M Buy
172,488
+5,619
+3% +$256K 2.89% 7
2025
Q1 		$7.69M Sell
166,869
-6,683
-4% -$305K 2.99% 7
2024
Q4 		$7.84M Buy
173,552
+30,234
+21% +$1.39M 3.02% 7
2024
Q3 		$6.75M Buy
143,318
+13,229
+10% +$614K 2.68% 7
2024
Q2 		$5.88M Buy
130,089
+7,465
+6% +$336K 2.53% 8
2024
Q1 		$5.59M Buy
122,624
+9,624
+9% +$438K 2.51% 9
2023
Q4 		$5.21M Sell
113,000
-37,107
-25% -$1.64M 2.53% 10
2023
Q3 		$6.56M Sell
150,107
-26,444
-15% -$1.18M 3.47% 8
2023
Q2 		$8.03M Sell
176,551
-12,053
-6% -$552K 4.23% 7
2023
Q1 		$8.7M Buy
188,604
+21,977
+13% +$1.01M 4.72% 7
2022
Q4 		$7.49M Sell
166,627
-165
-0.1% -$7.38K 4.38% 6
2022
Q3 		$7.42M Sell
166,792
-1,531
-0.9% -$71.4K 4.62% 6
2022
Q2 		$7.88M Sell
168,323
-2,556
-1% -$121K 4.69% 6
2022
Q1 		$8.48M Buy
170,879
+25,647
+18% +$1.31M 4.14% 7
2021
Q4 		$7.69M Buy
145,232
+25,525
+21% +$1.35M 3.75% 8
2021
Q3 		$6.37M Buy
119,707
+36,707
+44% +$1.97M 3.25% 11
2021
Q2 		$4.44M Buy
+83,000
New +$4.41M 2.3% 11

Other funds holding IUSB

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
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Pine Grove Financial Group
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Client 1st Advisory Group's IUSB Position: Q3 2026 in Review

Client 1st Advisory Group increased its iShares Core Universal USD Bond ETF (IUSB) stake by 6.6% in Q3 2026, buying an estimated $686K and bringing the position to 246,079 shares worth $10.8M. The position accounts for 2.78% of the portfolio, ranked #10.

Client 1st Advisory Group first reported a position in IUSB in Q2 2021 and has held it in 22 quarters since. 188 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • Client 1st Advisory Group held 246,079 shares of iShares Core Universal USD Bond ETF worth $10.8M as of Q3 2026.
  • Client 1st Advisory Group bought 15,134 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $686K.
  • iShares Core Universal USD Bond ETF made up 2.78% of Client 1st Advisory Group's portfolio in Q3 2026, its #10 holding.
  • Client 1st Advisory Group first reported a position in iShares Core Universal USD Bond ETF in Q2 2021 and has held it in 22 quarters since.
  • 188 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Client 1st Advisory Group's 13F filing for Q3 2026, filed 19 Oct 2026.