Cornerstone Planning Group
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Cornerstone Planning Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Cornerstone Planning 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 		$17.3M Buy
391,984
+52,674
+16% +$2.39M 2.14% 16
2026
Q2 		$15.4M Buy
339,310
+85,646
+34% +$3.95M 1.95% 15
2026
Q1 		$11.7M Buy
253,664
+58,604
+30% +$2.73M 1.56% 18
2025
Q4 		$9.11M Buy
195,060
+14,462
+8% +$676K 1.42% 17
2025
Q3 		$8.46M Buy
180,598
+175,388
+3,366% +$8.11M 1.36% 18
2025
Q2 		$241K Sell
5,210
-3,315
-39% -$151K 0.05% 77
2025
Q1 		$388K Buy
8,525
+1,149
+16% +$52.4K 0.09% 53
2024
Q4 		$336K Sell
7,376
-1,107
-13% -$50.8K 0.08% 52
2024
Q3 		$390K Sell
8,483
-2,402
-22% -$111K 0.1% 46
2024
Q2 		$507K Sell
10,885
-6,574
-38% -$296K 0.15% 45
2024
Q1 		$783K Sell
17,459
-11,230
-39% -$511K 0.24% 30
2023
Q4 		$1.32M Sell
28,689
-17,789
-38% -$786K 0.44% 22
2023
Q3 		$2.03M Sell
46,478
-8,900
-16% -$398K 0.77% 19
2023
Q2 		$2.52M Buy
+55,378
New +$2.53M 1% 16
2022
Q4 		$3.19M Buy
+68,653
New +$3.07M 1.34% 19

Other funds holding IUSB

SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cornerstone Planning Group's IUSB Position: Q3 2026 in Review

Cornerstone Planning Group increased its iShares Core Universal USD Bond ETF (IUSB) stake by 16% in Q3 2026, buying an estimated $2.39M and bringing the position to 391,984 shares worth $17.3M. The position accounts for 2.14% of the portfolio, ranked #16.

Cornerstone Planning Group first reported a position in IUSB in Q4 2022 and has held it in 15 quarters since. 163 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • Cornerstone Planning Group held 391,984 shares of iShares Core Universal USD Bond ETF worth $17.3M as of Q3 2026.
  • Cornerstone Planning Group bought 52,674 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $2.39M.
  • iShares Core Universal USD Bond ETF made up 2.14% of Cornerstone Planning Group's portfolio in Q3 2026, its #16 holding.
  • Cornerstone Planning Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 163 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.