Diversified Enterprises’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Diversified Enterprises’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	$252K	Buy	+5,725	New	+$259K	0.01%	388

Other funds holding IUSB

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

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

Mason & Associates (Virginia) Newport News, Virginia $486M AUM 6.35% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

Diversified Enterprises's IUSB Position: Q3 2026 in Review

Diversified Enterprises opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q3 2026: 5,725 shares worth $252K. The stake represents 0.01% of the portfolio and ranks #388 among its holdings.

388 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Diversified Enterprises held 5,725 shares of iShares Core Universal USD Bond ETF worth $252K as of Q3 2026.
iShares Core Universal USD Bond ETF was a new Diversified Enterprises position in Q3 2026.
iShares Core Universal USD Bond ETF made up 0.01% of Diversified Enterprises's portfolio in Q3 2026, its #388 holding.
388 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.