ETF Store
IUSB icon

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

ETF Store’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 		$290K Sell
6,569
-102
-2% -$4.62K 0.24% 78
2026
Q2 		$308K Sell
6,671
-360
-5% -$16.6K 0.26% 73
2026
Q1 		$325K Buy
7,031
+193
+3% +$8.99K 0.32% 59
2025
Q4 		$318K Buy
6,838
+172
+3% +$8.04K 0.32% 59
2025
Q3 		$311K Buy
6,666
+42
+0.6% +$1.94K 0.33% 56
2025
Q2 		$306K Sell
6,624
-26
-0.4% -$1.19K 0.35% 53
2025
Q1 		$306K Sell
6,650
-907
-12% -$41.3K 0.38% 51
2024
Q4 		$342K Sell
7,557
-3,673
-33% -$169K 0.42% 43
2024
Q3 		$529K Sell
11,230
-184
-2% -$8.54K 0.54% 37
2024
Q2 		$516K Sell
11,414
-10,698
-48% -$481K 0.53% 36
2024
Q1 		$1.01M Buy
22,112
+2,395
+12% +$109K 0.58% 30
2023
Q4 		$908K Buy
19,717
+5,339
+37% +$236K 0.59% 30
2023
Q3 		$615K Buy
14,378
+3,273
+29% +$146K 0.44% 38
2023
Q2 		$505K Sell
11,105
-322
-3% -$14.7K 0.35% 47
2023
Q1 		$529K Sell
11,427
-87
-0.8% -$3.98K 0.4% 42
2022
Q4 		$525K Buy
+11,514
New +$515K 0.4% 43

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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 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

ETF Store's IUSB Position: Q3 2026 in Review

ETF Store reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 1.5% in Q3 2026, selling an estimated $4.62K and leaving 6,569 shares worth $290K. The position accounts for 0.24% of the portfolio, ranked #78.

ETF Store first reported a position in IUSB in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.01M in Q1 2024. 378 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • ETF Store held 6,569 shares of iShares Core Universal USD Bond ETF worth $290K as of Q3 2026.
  • ETF Store sold 102 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $4.62K.
  • iShares Core Universal USD Bond ETF made up 0.24% of ETF Store's portfolio in Q3 2026, its #78 holding.
  • ETF Store first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • ETF Store's iShares Core Universal USD Bond ETF position peaked at $1.01M in Q1 2024.
  • 378 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on ETF Store's 13F filing for Q3 2026, filed 19 Oct 2026.