Firethorn Wealth Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Firethorn Wealth Partners’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	$2.63M	Buy	59,547 +2,557	+4%	+$116K	0.84%	27
2026 Q2	$2.63M	Sell	56,990 -4,470	-7%	-$206K	0.85%	28
2026 Q1	$2.84M	Sell	61,460 -1,066	-2%	-$49.7K	1.04%	23
2025 Q4	$2.91M	Sell	62,526 -6,412	-9%	-$300K	1.09%	23
2025 Q3	$3.22M	Sell	68,938 -11,855	-15%	-$548K	1.27%	20
2025 Q2	$3.74M	Sell	80,793 -10,215	-11%	-$466K	1.62%	15
2025 Q1	$4.19M	Sell	91,008 -4,344	-5%	-$198K	2%	12
2024 Q4	$4.31M	Sell	95,352 -19,235	-17%	-$883K	2.14%	12
2024 Q3	$5.4M	Buy	114,587 +16,377	+17%	+$760K	2.74%	9
2024 Q2	$4.44M	Sell	98,210 -6,643	-6%	-$299K	2.51%	9
2024 Q1	$4.78M	Buy	104,853 +35,924	+52%	+$1.63M	2.82%	5
2023 Q4	$3.18M	Sell	68,929 -15,388	-18%	-$680K	2.08%	11
2023 Q3	$3.69M	Sell	84,317 -6,658	-7%	-$298K	2.83%	8
2023 Q2	$4.14M	Sell	90,975 -4,819	-5%	-$221K	3.09%	10
2023 Q1	$4.37M	Buy	95,794 +11,938	+14%	+$546K	3.42%	9
2022 Q4	$3.77M	Buy	83,856 +18,732	+29%	+$838K	3.18%	7
2022 Q3	$2.9M	Buy	65,124 +11,649	+22%	+$543K	2.69%	9
2022 Q2	$2.57M	Sell	53,475 -17,029	-24%	-$809K	2.08%	10
2022 Q1	$3.5M	Buy	70,504 +7,238	+11%	+$369K	2.65%	8
2021 Q4	$3.35M	Buy	+63,266	New	+$3.35M	2.51%	8
2021 Q2	$2.29M	Buy	42,738 +16,194	+61%	+$860K	1.91%	11
2021 Q1	$1.4M	Buy	+26,544	New	+$1.42M	1.3%	16

Other funds holding IUSB

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

HCA

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

PGFG

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

ACA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Firethorn Wealth Partners's IUSB Position: Q3 2026 in Review

Firethorn Wealth Partners increased its iShares Core Universal USD Bond ETF (IUSB) stake by 4.5% in Q3 2026, buying an estimated $116K and bringing the position to 59,547 shares worth $2.63M. The position accounts for 0.84% of the portfolio, ranked #27.

Firethorn Wealth Partners first reported a position in IUSB in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.4M in Q3 2024. 100 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Firethorn Wealth Partners held 59,547 shares of iShares Core Universal USD Bond ETF worth $2.63M as of Q3 2026.
Firethorn Wealth Partners bought 2,557 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $116K.
iShares Core Universal USD Bond ETF made up 0.84% of Firethorn Wealth Partners's portfolio in Q3 2026, its #27 holding.
Firethorn Wealth Partners first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 22 quarters since.
Firethorn Wealth Partners's iShares Core Universal USD Bond ETF position peaked at $5.4M in Q3 2024.
100 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Firethorn Wealth Partners's 13F filing for Q3 2026, filed 14 Oct 2026.