Diversify Wealth Management
IUSB icon

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

Diversify 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 		$52M Buy
1,169,815
+495,816
+74% +$22.5M 0.78% 23
2026
Q2 		$30.7M Buy
673,999
+178,131
+36% +$8.21M 0.51% 33
2026
Q1 		$22.9M Buy
495,868
+221,621
+81% +$10.3M 0.41% 44
2025
Q4 		$12.8M Buy
+274,247
New +$12.8M 0.6% 30

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
Mason & Associates (Virginia)
Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 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

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

Diversify Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 74% in Q3 2026, buying an estimated $22.5M and bringing the position to 1,169,815 shares worth $52M. The position accounts for 0.78% of the portfolio, ranked #23.

Diversify Wealth Management first reported a position in IUSB in Q4 2025 and has held it in 4 quarters since. 295 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • Diversify Wealth Management held 1,169,815 shares of iShares Core Universal USD Bond ETF worth $52M as of Q3 2026.
  • Diversify Wealth Management bought 495,816 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $22.5M.
  • iShares Core Universal USD Bond ETF made up 0.78% of Diversify Wealth Management's portfolio in Q3 2026, its #23 holding.
  • Diversify Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 295 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.