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 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

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

MAV

Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Foster Group's IUSB Position: Q2 2026 in Review

Foster Group reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 2% in Q2 2026, selling an estimated $28.4K and leaving 29,522 shares worth $1.36M. The position accounts for 0.04% of the portfolio, ranked #106.

Foster Group first reported a position in IUSB in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.96M in Q1 2024. 164 funds tracked by Wall St. Rank hold IUSB as of Q2 2026.

Foster Group held 29,522 shares of iShares Core Universal USD Bond ETF worth $1.36M as of Q2 2026.
Foster Group sold 615 iShares Core Universal USD Bond ETF shares in Q2 2026, an estimated $28.4K.
iShares Core Universal USD Bond ETF made up 0.04% of Foster Group's portfolio in Q2 2026, its #106 holding.
Foster Group first reported a position in iShares Core Universal USD Bond ETF in Q1 2024 and has held it in 10 quarters since.
Foster Group's iShares Core Universal USD Bond ETF position peaked at $1.96M in Q1 2024.
164 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q2 2026.

Based on Foster Group's 13F filing for Q2 2026, filed 7 Jul 2026.