FFG Retirement Advisors
IUSB icon

FFG Retirement Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

FFG Retirement Advisors’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 		$5.99M Sell
135,811
-2,921
-2% -$132K 3.19% 11
2026
Q2 		$6.4M Buy
138,732
+4,721
+4% +$218K 3.39% 10
2026
Q1 		$6.19M Sell
134,011
-35,453
-21% -$1.65M 3.6% 7
2025
Q4 		$7.89M Sell
169,464
-2,552
-1% -$119K 4.89% 3
2025
Q3 		$8.03M Sell
172,016
-20,861
-11% -$965K 4.99% 2
2025
Q2 		$8.92M Sell
192,877
-77,379
-29% -$3.53M 5.59% 3
2025
Q1 		$12.5M Sell
270,256
-36,702
-12% -$1.67M 8.48% 2
2024
Q4 		$13.9M Buy
306,958
+41,860
+16% +$1.92M 9.07% 1
2024
Q3 		$12.5M Buy
265,098
+23,658
+10% +$1.1M 8.14% 3
2024
Q2 		$10.9M Buy
241,440
+7,074
+3% +$318K 7.61% 3
2024
Q1 		$10.7M Buy
234,366
+80,174
+52% +$3.65M 7.52% 3
2023
Q4 		$7.1M Sell
154,192
-21,478
-12% -$949K 5.49% 3
2023
Q3 		$7.68M Sell
175,670
-64,555
-27% -$2.89M 6.37% 3
2023
Q2 		$10.9M Buy
240,225
+21,469
+10% +$982K 8.74% 3
2023
Q1 		$10.1M Buy
218,756
+126,486
+137% +$5.79M 8.65% 3
2022
Q4 		$4.15M Buy
+92,270
New +$4.13M 3.78% 8

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

FFG Retirement Advisors's IUSB Position: Q3 2026 in Review

FFG Retirement Advisors reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 2.1% in Q3 2026, selling an estimated $132K and leaving 135,811 shares worth $5.99M. The position accounts for 3.19% of the portfolio, ranked #11.

FFG Retirement Advisors first reported a position in IUSB in Q4 2022 and has held it in 16 quarters since. The position peaked at $13.9M in Q4 2024. 295 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • FFG Retirement Advisors held 135,811 shares of iShares Core Universal USD Bond ETF worth $5.99M as of Q3 2026.
  • FFG Retirement Advisors sold 2,921 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $132K.
  • iShares Core Universal USD Bond ETF made up 3.19% of FFG Retirement Advisors's portfolio in Q3 2026, its #11 holding.
  • FFG Retirement Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • FFG Retirement Advisors's iShares Core Universal USD Bond ETF position peaked at $13.9M in Q4 2024.
  • 295 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on FFG Retirement Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.