FRA
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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
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

SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFG Retirement Advisors's IUSB Position: Q2 2026 in Review

FFG Retirement Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 3.5% in Q2 2026, buying an estimated $218K and bringing the position to 138,732 shares worth $6.4M. The position accounts for 3.39% of the portfolio, ranked #10.

FFG Retirement Advisors first reported a position in IUSB in Q4 2022 and has held it in 15 quarters since. The position peaked at $13.9M in Q4 2024. 164 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

  • FFG Retirement Advisors held 138,732 shares of iShares Core Universal USD Bond ETF worth $6.4M as of Q2 2026.
  • FFG Retirement Advisors bought 4,721 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $218K.
  • iShares Core Universal USD Bond ETF made up 3.39% of FFG Retirement Advisors's portfolio in Q2 2026, its #10 holding.
  • FFG Retirement Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • FFG Retirement Advisors's iShares Core Universal USD Bond ETF position peaked at $13.9M in Q4 2024.
  • 164 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on FFG Retirement Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.