Fulcrum Equity Management
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Fulcrum Equity Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Fulcrum Equity 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 		$1.3M Buy
29,553
+8,605
+41% +$390K 1.04% 20
2026
Q2 		$967K Buy
20,948
+9,213
+79% +$425K 0.71% 34
2026
Q1 		$542K Buy
11,735
+154
+1% +$7.18K 0.52% 51
2025
Q4 		$539K Buy
11,581
+505
+5% +$23.6K 0.52% 47
2025
Q3 		$517K Sell
11,076
-2,235
-17% -$103K 0.52% 47
2025
Q2 		$615K Sell
13,311
-3,780
-22% -$172K 0.63% 43
2025
Q1 		$788K Sell
17,091
-663
-4% -$30.2K 0.86% 33
2024
Q4 		$802K Sell
17,754
-10,361
-37% -$476K 0.79% 42
2024
Q3 		$1.32M Buy
28,115
+3,653
+15% +$170K 1.12% 16
2024
Q2 		$1.11M Buy
24,462
+17,111
+233% +$769K 0.99% 37
2024
Q1 		$335K Buy
7,351
+1,165
+19% +$53K 0.4% 82
2023
Q4 		$285K Sell
6,186
-42
-0.7% -$1.86K 0.35% 80
2023
Q3 		$272K Buy
+6,228
New +$278K 0.32% 79

Other funds holding IUSB

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
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
Mason & Associates (Virginia)
Mason & Associates (Virginia) Newport News, Virginia $486M AUM 6.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Fulcrum Equity Management's IUSB Position: Q3 2026 in Review

Fulcrum Equity Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 41% in Q3 2026, buying an estimated $390K and bringing the position to 29,553 shares worth $1.3M. The position accounts for 1.04% of the portfolio, ranked #20.

Fulcrum Equity Management first reported a position in IUSB in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.32M in Q3 2024. 321 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • Fulcrum Equity Management held 29,553 shares of iShares Core Universal USD Bond ETF worth $1.3M as of Q3 2026.
  • Fulcrum Equity Management bought 8,605 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $390K.
  • iShares Core Universal USD Bond ETF made up 1.04% of Fulcrum Equity Management's portfolio in Q3 2026, its #20 holding.
  • Fulcrum Equity Management first reported a position in iShares Core Universal USD Bond ETF in Q3 2023 and has held it in 13 quarters since.
  • Fulcrum Equity Management's iShares Core Universal USD Bond ETF position peaked at $1.32M in Q3 2024.
  • 321 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Fulcrum Equity Management's 13F filing for Q3 2026, filed 21 Oct 2026.