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

FC Advisory’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	$3.29M	Buy	74,677 +8,888	+14%	+$403K	0.86%	25
2026 Q2	$3.04M	Buy	65,789 +1,425	+2%	+$65.7K	0.8%	24
2026 Q1	$2.97M	Sell	64,364 -181	-0.3%	-$8.44K	0.87%	23
2025 Q4	$3M	Buy	64,545 +292	+0.5%	+$13.6K	0.86%	23
2025 Q3	$3M	Buy	64,253 +432	+0.7%	+$20K	0.88%	23
2025 Q2	$2.95M	Buy	63,821 +172	+0.3%	+$7.85K	0.91%	23
2025 Q1	$2.93M	Sell	63,649 -629	-1%	-$28.7K	0.99%	21
2024 Q4	$2.91M	Buy	64,278 +1,841	+3%	+$84.5K	0.97%	21
2024 Q3	$2.94M	Buy	62,437 +894	+1%	+$41.5K	0.99%	21
2024 Q2	$2.78M	Buy	61,543 +1,060	+2%	+$47.7K	1.02%	21
2024 Q1	$2.76M	Buy	60,483 +814	+1%	+$37K	1.02%	21
2023 Q4	$2.75M	Buy	59,669 +8,422	+16%	+$372K	1.06%	21
2023 Q3	$2.24M	Buy	51,247 +3,527	+7%	+$158K	0.94%	23
2023 Q2	$2.17M	Sell	47,720 -1,381	-3%	-$63.2K	0.89%	24
2023 Q1	$2.27M	Buy	49,101 +2,587	+6%	+$118K	1%	23
2022 Q4	$2.09M	Buy	46,514 +23,515	+102%	+$1.05M	0.99%	23
2022 Q3	$1.02M	Buy	22,999 +1,816	+9%	+$84.7K	0.52%	34
2022 Q2	$992K	Buy	+21,183	New	+$1.01M	0.48%	35

Other funds holding IUSB

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

FC Advisory's IUSB Position: Q3 2026 in Review

FC Advisory increased its iShares Core Universal USD Bond ETF (IUSB) stake by 14% in Q3 2026, buying an estimated $403K and bringing the position to 74,677 shares worth $3.29M. The position accounts for 0.86% of the portfolio, ranked #25.

FC Advisory first reported a position in IUSB in Q2 2022 and has held it in 18 quarters since. 171 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

FC Advisory held 74,677 shares of iShares Core Universal USD Bond ETF worth $3.29M as of Q3 2026.
FC Advisory bought 8,888 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $403K.
iShares Core Universal USD Bond ETF made up 0.86% of FC Advisory's portfolio in Q3 2026, its #25 holding.
FC Advisory first reported a position in iShares Core Universal USD Bond ETF in Q2 2022 and has held it in 18 quarters since.
171 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on FC Advisory's 13F filing for Q3 2026, filed 5 Oct 2026.