Foster Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Foster Group’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	$1.34M	Buy	30,326 +804	+3%	+$36.4K	0.04%	107
2026 Q2	$1.36M	Sell	29,522 -615	-2%	-$28.4K	0.04%	106
2026 Q1	$1.39M	Sell	30,137 -53	-0.2%	-$2.47K	0.04%	96
2025 Q4	$1.41M	Sell	30,190 -526	-2%	-$24.6K	0.04%	93
2025 Q3	$1.43M	Sell	30,716 -483	-2%	-$22.3K	0.05%	88
2025 Q2	$1.44M	Sell	31,199 -5,534	-15%	-$253K	0.05%	85
2025 Q1	$1.69M	Sell	36,733 -132	-0.4%	-$6.02K	0.06%	70
2024 Q4	$1.67M	Sell	36,865 -4,448	-11%	-$204K	0.06%	67
2024 Q3	$1.95M	Sell	41,313 -169	-0.4%	-$7.84K	0.07%	67
2024 Q2	$1.88M	Sell	41,482 -1,452	-3%	-$65.3K	0.07%	67
2024 Q1	$1.96M	Buy	+42,934	New	+$1.95M	0.1%	60

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 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

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

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

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Foster Group's IUSB Position: Q3 2026 in Review

Foster Group increased its iShares Core Universal USD Bond ETF (IUSB) stake by 2.7% in Q3 2026, buying an estimated $36.4K and bringing the position to 30,326 shares worth $1.34M. The position accounts for 0.04% of the portfolio, ranked #107.

Foster Group first reported a position in IUSB in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.96M in Q1 2024. 188 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Foster Group held 30,326 shares of iShares Core Universal USD Bond ETF worth $1.34M as of Q3 2026.
Foster Group bought 804 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $36.4K.
iShares Core Universal USD Bond ETF made up 0.04% of Foster Group's portfolio in Q3 2026, its #107 holding.
Foster Group first reported a position in iShares Core Universal USD Bond ETF in Q1 2024 and has held it in 11 quarters since.
Foster Group's iShares Core Universal USD Bond ETF position peaked at $1.96M in Q1 2024.
188 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.