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

Flagstar 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	$721K	Buy	16,360 +2,988	+22%	+$135K	0.22%	107
2026 Q2	$617K	Buy	13,372 +1,808	+16%	+$83.4K	0.19%	109
2026 Q1	$534K	Sell	11,564 -146	-1%	-$6.8K	0.19%	108
2025 Q4	$545K	Buy	11,710 +1,605	+16%	+$75K	0.18%	109
2025 Q3	$472K	Sell	10,105 -6,183	-38%	-$286K	0.14%	125
2025 Q2	$753K	Sell	16,288 -2,313	-12%	-$106K	0.21%	100
2025 Q1	$857K	Sell	18,601 -549	-3%	-$25K	0.22%	96
2024 Q4	$866K	Sell	19,150 -2,217	-10%	-$102K	0.22%	97
2024 Q3	$1.01M	Buy	21,367 +2,729	+15%	+$127K	0.26%	87
2024 Q2	$843K	Buy	18,638 +8,499	+84%	+$382K	0.23%	94
2024 Q1	$462K	Buy	10,139 +4,200	+71%	+$191K	0.13%	130
2023 Q4	$274K	Buy	+5,939	New	+$262K	0.09%	155

Other funds holding IUSB

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

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 $486M AUM 6.35% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

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

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

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

Flagstar Advisors's IUSB Position: Q3 2026 in Review

Flagstar Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 22% in Q3 2026, buying an estimated $135K and bringing the position to 16,360 shares worth $721K. The position accounts for 0.22% of the portfolio, ranked #107.

Flagstar Advisors first reported a position in IUSB in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.01M in Q3 2024. 373 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Flagstar Advisors held 16,360 shares of iShares Core Universal USD Bond ETF worth $721K as of Q3 2026.
Flagstar Advisors bought 2,988 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $135K.
iShares Core Universal USD Bond ETF made up 0.22% of Flagstar Advisors's portfolio in Q3 2026, its #107 holding.
Flagstar Advisors first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 12 quarters since.
Flagstar Advisors's iShares Core Universal USD Bond ETF position peaked at $1.01M in Q3 2024.
373 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Flagstar Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.