Focus Financial Network
IUSB icon

Focus Financial Network’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Focus Financial Network’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 		$15.6M Buy
354,210
+69,608
+24% +$3.15M 0.47% 42
2026
Q2 		$13.1M Buy
284,602
+67,583
+31% +$3.12M 0.41% 47
2026
Q1 		$10M Buy
217,019
+53,855
+33% +$2.51M 0.36% 54
2025
Q4 		$7.59M Buy
163,164
+1,210
+0.7% +$56.6K 0.26% 71
2025
Q3 		$7.56M Buy
161,954
+670
+0.4% +$31K 0.27% 71
2025
Q2 		$7.46M Sell
161,284
-34,585
-18% -$1.58M 0.29% 62
2025
Q1 		$9.03M Buy
195,869
+8,393
+4% +$383K 0.37% 53
2024
Q4 		$8.47M Sell
187,476
-45,138
-19% -$2.07M 0.34% 50
2024
Q3 		$11M Buy
232,614
+47,681
+26% +$2.21M 0.45% 43
2024
Q2 		$8.48M Sell
184,933
-1,926
-1% -$86.6K 0.36% 51
2024
Q1 		$8.3M Buy
186,859
+35,140
+23% +$1.6M 0.4% 48
2023
Q4 		$6.99M Buy
151,719
+25,975
+21% +$1.15M 0.26% 86
2023
Q3 		$5.5M Sell
125,744
-184
-0.1% -$8.22K 0.31% 64
2023
Q2 		$5.73M Buy
125,928
+2,584
+2% +$118K 0.32% 61
2023
Q1 		$5.69M Buy
+123,344
New +$5.64M 0.35% 57
2021
Q4 		– Sell
-9,619
Closed -$512K – 408
2021
Q3 		$512K Buy
9,619
+170
+2% +$9.13K 0.07% 253
2021
Q2 		$505K Buy
9,449
+1,967
+26% +$104K 0.07% 260
2021
Q1 		$395K Buy
+7,482
New +$401K 0.05% 295
2020
Q3 		– Sell
-4,079
Closed -$222K – 443
2020
Q2 		$222K Sell
4,079
-176
-4% -$9.43K 0.02% 361
2020
Q1 		$223K Sell
4,255
-1,934
-31% -$102K 0.03% 325
2019
Q4 		$323K Sell
6,189
-16,833
-73% -$878K 0.04% 300
2019
Q3 		$1.21M Buy
+23,022
New +$1.2M 0.17% 120

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
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 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
Pine Grove Financial Group
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Focus Financial Network's IUSB Position: Q3 2026 in Review

Focus Financial Network increased its iShares Core Universal USD Bond ETF (IUSB) stake by 24% in Q3 2026, buying an estimated $3.15M and bringing the position to 354,210 shares worth $15.6M. The position accounts for 0.47% of the portfolio, ranked #42.

Focus Financial Network first reported a position in IUSB in Q3 2019 and has held it in 22 quarters since. 188 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • Focus Financial Network held 354,210 shares of iShares Core Universal USD Bond ETF worth $15.6M as of Q3 2026.
  • Focus Financial Network bought 69,608 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $3.15M.
  • iShares Core Universal USD Bond ETF made up 0.47% of Focus Financial Network's portfolio in Q3 2026, its #42 holding.
  • Focus Financial Network first reported a position in iShares Core Universal USD Bond ETF in Q3 2019 and has held it in 22 quarters since.
  • 188 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.