First Heartland Consultants’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

First Heartland Consultants’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	$6M	Buy	136,140 +25,807	+23%	+$1.17M	0.4%	64
2026 Q2	$5.09M	Buy	110,333 +24,018	+28%	+$1.11M	0.33%	77
2026 Q1	$3.99M	Buy	86,315 +1,123	+1%	+$52.3K	0.31%	76
2025 Q4	$3.96M	Sell	85,192 -735	-0.9%	-$34.4K	0.3%	81
2025 Q3	$4.01M	Sell	85,927 -15,461	-15%	-$715K	0.32%	76
2025 Q2	$4.69M	Buy	101,388 +15,820	+18%	+$722K	0.42%	62
2025 Q1	$3.94M	Sell	85,568 -18,161	-18%	-$828K	0.41%	66
2024 Q4	$4.69M	Buy	103,729 +1,065	+1%	+$48.9K	0.48%	54
2024 Q3	$4.84M	Buy	102,664 +28,548	+39%	+$1.32M	0.52%	46
2024 Q2	$3.35M	Buy	74,116 +7,858	+12%	+$353K	0.23%	73
2024 Q1	$3.02M	Buy	66,258 +27,347	+70%	+$1.24M	0.31%	83
2023 Q4	$1.8M	Sell	38,911 -1,986	-5%	-$87.8K	0.22%	99
2023 Q3	$1.79M	Sell	40,897 -11,788	-22%	-$527K	0.23%	106
2023 Q2	$2.4M	Buy	52,685 +4,127	+8%	+$189K	0.31%	81
2023 Q1	$2.24M	Buy	48,558 +10,616	+28%	+$486K	0.34%	74
2022 Q4	$1.7M	Buy	37,942 +7,787	+26%	+$348K	0.27%	86
2022 Q3	$1.34M	Sell	30,155 -1,419	-4%	-$66.2K	0.12%	102
2022 Q2	$1.48M	Buy	+31,574	New	+$1.5M	0.23%	94
2022 Q1	–	Sell	-20,453	Closed	-$1.08M	–	381
2021 Q4	$1.08M	Buy	20,453 +759	+4%	+$40.2K	0.04%	111
2021 Q3	$1.05M	Buy	19,694 +834	+4%	+$44.8K	0.16%	123
2021 Q2	$1.01M	Buy	18,860 +4,911	+35%	+$261K	0.15%	134
2021 Q1	$736K	Buy	+13,949	New	+$748K	0.12%	149

Other funds holding IUSB

SWM

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

FFA

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

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

AWE

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

EWP

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

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

RWS

Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

First Heartland Consultants's IUSB Position: Q3 2026 in Review

First Heartland Consultants increased its iShares Core Universal USD Bond ETF (IUSB) stake by 23% in Q3 2026, buying an estimated $1.17M and bringing the position to 136,140 shares worth $6M. The position accounts for 0.4% of the portfolio, ranked #64.

First Heartland Consultants first reported a position in IUSB in Q1 2021 and has held it in 22 quarters since. 25 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

First Heartland Consultants held 136,140 shares of iShares Core Universal USD Bond ETF worth $6M as of Q3 2026.
First Heartland Consultants bought 25,807 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $1.17M.
iShares Core Universal USD Bond ETF made up 0.4% of First Heartland Consultants's portfolio in Q3 2026, its #64 holding.
First Heartland Consultants first reported a position in iShares Core Universal USD Bond ETF in Q1 2021 and has held it in 22 quarters since.
25 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.