Forte Asset Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Forte Asset Management’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	$5.99M	Buy	135,849 +32,154	+31%	+$1.46M	2.41%	13
2026 Q2	$4.79M	Sell	103,695 -252	-0.2%	-$11.6K	1.96%	19
2026 Q1	$4.8M	Sell	103,947 -4,210	-4%	-$196K	2.11%	18
2025 Q4	$5.03M	Buy	108,157 +2,236	+2%	+$105K	2.29%	16
2025 Q3	$4.95M	Buy	105,921 +47,024	+80%	+$2.17M	2.38%	16
2025 Q2	$2.72M	Sell	58,897 -6,600	-10%	-$301K	1.39%	28
2025 Q1	$3.02M	Buy	+65,497	New	+$2.98M	1.52%	25
2023 Q4	–	Sell	-82,266	Closed	-$3.6M	–	58
2023 Q3	$3.6M	Buy	+82,266	New	+$3.68M	2.42%	18

Other funds holding IUSB

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 $710M AUM 7.01% 1-Year Est. Return

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

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

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

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

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

Forte Asset Management's IUSB Position: Q3 2026 in Review

Forte Asset Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 31% in Q3 2026, buying an estimated $1.46M and bringing the position to 135,849 shares worth $5.99M. The position accounts for 2.41% of the portfolio, ranked #13.

Forte Asset Management first reported a position in IUSB in Q3 2023 and has held it in 8 quarters since. 268 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Forte Asset Management held 135,849 shares of iShares Core Universal USD Bond ETF worth $5.99M as of Q3 2026.
Forte Asset Management bought 32,154 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $1.46M.
iShares Core Universal USD Bond ETF made up 2.41% of Forte Asset Management's portfolio in Q3 2026, its #13 holding.
Forte Asset Management first reported a position in iShares Core Universal USD Bond ETF in Q3 2023 and has held it in 8 quarters since.
268 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Forte Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.