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

Fedenia Advisers’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	$11.3M	Buy	256,179 +7,234	+3%	+$328K	2.66%	6
2026 Q2	$11.5M	Sell	248,945 -18,526	-7%	-$854K	2.73%	7
2026 Q1	$12.4M	Buy	267,471 +61,395	+30%	+$2.86M	9.17%	2
2025 Q4	$9.6M	Buy	206,076 +21,940	+12%	+$1.03M	3.68%	5
2025 Q3	$8.6M	Sell	184,136 -7,514	-4%	-$348K	3.42%	6
2025 Q2	$8.86M	Sell	191,650 -53,486	-22%	-$2.44M	4.19%	6
2025 Q1	$11.3M	Sell	245,136 -13,230	-5%	-$603K	7.34%	3
2024 Q4	$11.7M	Buy	+258,366	New	+$11.9M	6.85%	2

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

Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return

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

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

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 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

Stone House Investment Management Tunkhannock, Pennsylvania $768M AUM 12.07% 1-Year Est. Return

Fedenia Advisers's IUSB Position: Q3 2026 in Review

Fedenia Advisers increased its iShares Core Universal USD Bond ETF (IUSB) stake by 2.9% in Q3 2026, buying an estimated $328K and bringing the position to 256,179 shares worth $11.3M. The position accounts for 2.66% of the portfolio, ranked #6.

Fedenia Advisers first reported a position in IUSB in Q4 2024 and has held it in 8 quarters since. The position peaked at $12.4M in Q1 2026. 292 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Fedenia Advisers held 256,179 shares of iShares Core Universal USD Bond ETF worth $11.3M as of Q3 2026.
Fedenia Advisers bought 7,234 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $328K.
iShares Core Universal USD Bond ETF made up 2.66% of Fedenia Advisers's portfolio in Q3 2026, its #6 holding.
Fedenia Advisers first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 8 quarters since.
Fedenia Advisers's iShares Core Universal USD Bond ETF position peaked at $12.4M in Q1 2026.
292 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Fedenia Advisers's 13F filing for Q3 2026, filed 22 Oct 2026.