Elevation Wealth Partners
IUSB icon

Elevation Wealth Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Elevation Wealth Partners’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 		$36.2M Buy
820,424
+43,280
+6% +$1.96M 10.17% 1
2026
Q2 		$35.9M Buy
777,144
+86,015
+12% +$3.97M 10.74% 1
2026
Q1 		$31.9M Buy
691,129
+20,074
+3% +$935K 11.44% 1
2025
Q4 		$31.2M Buy
671,055
+55,428
+9% +$2.59M 11.06% 1
2025
Q3 		$28.8M Buy
615,627
+14,614
+2% +$676K 10.36% 1
2025
Q2 		$27.8M Buy
601,013
+16,711
+3% +$763K 10.97% 1
2025
Q1 		$26.9M Buy
584,302
+15,991
+3% +$729K 11.64% 1
2024
Q4 		$25.7M Buy
568,311
+19,871
+4% +$912K 10.85% 1
2024
Q3 		$25.8M Buy
548,440
+8,455
+2% +$392K 11.09% 1
2024
Q2 		$24.4M Buy
539,985
+36,773
+7% +$1.65M 11.56% 1
2024
Q1 		$22.9M Buy
503,212
+59,988
+14% +$2.73M 11.46% 1
2023
Q4 		$19.4M Buy
443,224
+1,613
+0.4% +$71.3K 11.64% 1
2023
Q3 		$19.3M Buy
441,611
+39,245
+10% +$1.75M 16.67% 1
2023
Q2 		$18.9M Buy
402,366
+25,539
+7% +$1.17M 15.92% 1
2023
Q1 		$17.4M Buy
+376,827
New +$17.2M 15.92% 1

Other funds holding IUSB

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
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 $486M AUM 6.35% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 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

Elevation Wealth Partners's IUSB Position: Q3 2026 in Review

Elevation Wealth Partners increased its iShares Core Universal USD Bond ETF (IUSB) stake by 5.6% in Q3 2026, buying an estimated $1.96M and bringing the position to 820,424 shares worth $36.2M. The position accounts for 10.17% of the portfolio, ranked #1.

Elevation Wealth Partners first reported a position in IUSB in Q1 2023 and has held it in 15 quarters since. 335 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • Elevation Wealth Partners held 820,424 shares of iShares Core Universal USD Bond ETF worth $36.2M as of Q3 2026.
  • Elevation Wealth Partners bought 43,280 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $1.96M.
  • iShares Core Universal USD Bond ETF made up 10.17% of Elevation Wealth Partners's portfolio in Q3 2026, its #1 holding.
  • Elevation Wealth Partners first reported a position in iShares Core Universal USD Bond ETF in Q1 2023 and has held it in 15 quarters since.
  • 335 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.