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

Cooper 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 		$1.74M Sell
39,426
-456
-1% -$20.7K 0.14% 117
2026
Q2 		$1.84M Buy
39,882
+4,384
+12% +$202K 0.15% 114
2026
Q1 		$1.64M Sell
35,498
-4,576
-11% -$213K 0.17% 107
2025
Q4 		$1.87M Sell
40,074
-2,604
-6% -$122K 0.2% 90
2025
Q3 		$1.99M Sell
42,678
-730
-2% -$33.8K 0.22% 76
2025
Q2 		$2.01M Sell
43,408
-42,946
-50% -$1.96M 0.24% 81
2025
Q1 		$3.98M Buy
86,354
+12,787
+17% +$583K 0.52% 38
2024
Q4 		$3.33M Buy
73,567
+12,544
+21% +$576K 0.4% 45
2024
Q3 		$2.88M Buy
61,023
+10,192
+20% +$473K 0.37% 49
2024
Q2 		$2.3M Buy
50,831
+1,471
+3% +$66.1K 0.34% 54
2024
Q1 		$2.25M Buy
49,360
+8,127
+20% +$370K 0.37% 50
2023
Q4 		$1.9M Sell
41,233
-44,390
-52% -$1.96M 0.35% 56
2023
Q3 		$3.74M Sell
85,623
-7,948
-8% -$355K 0.9% 23
2023
Q2 		$4.25M Buy
93,571
+728
+0.8% +$33.3K 1.05% 18
2023
Q1 		$4.28M Buy
92,843
+867
+0.9% +$39.7K 1.15% 18
2022
Q4 		$4.13M Buy
91,976
+19,482
+27% +$871K 1.26% 17
2022
Q3 		$3.23M Buy
72,494
+948
+1% +$44.2K 1.16% 19
2022
Q2 		$3.35M Buy
71,546
+8,063
+13% +$383K 1.22% 14
2022
Q1 		$3.15M Buy
63,483
+30,949
+95% +$1.58M 1.2% 13
2021
Q4 		$1.72M Sell
32,534
-133,121
-80% -$7.06M 0.65% 33
2021
Q3 		$8.82M Buy
165,655
+8,895
+6% +$478K 1.83% 15
2021
Q2 		$8.38M Buy
156,760
+135,123
+624% +$7.18M 1.71% 15
2021
Q1 		$1.14M Buy
+21,637
New +$1.16M 0.26% 57

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

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

Cooper Financial Group reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 1.1% in Q3 2026, selling an estimated $20.7K and leaving 39,426 shares worth $1.74M. The position accounts for 0.14% of the portfolio, ranked #117.

Cooper Financial Group first reported a position in IUSB in Q1 2021 and has held it in 23 quarters since. The position peaked at $8.82M in Q3 2021. 28 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • Cooper Financial Group held 39,426 shares of iShares Core Universal USD Bond ETF worth $1.74M as of Q3 2026.
  • Cooper Financial Group sold 456 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $20.7K.
  • iShares Core Universal USD Bond ETF made up 0.14% of Cooper Financial Group's portfolio in Q3 2026, its #117 holding.
  • Cooper Financial Group first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 23 quarters since.
  • Cooper Financial Group's iShares Core Universal USD Bond ETF position peaked at $8.82M in Q3 2021.
  • 28 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

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