Heck Capital Advisors’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Heck Capital Advisors’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	$73.2M	Buy	1,659,822 +1,554,682	+1,479%	+$70.5M	4.01%	4
2026 Q2	$4.85M	Sell	105,140 -96,751	-48%	-$4.46M	0.29%	66
2026 Q1	$9.33M	Buy	201,891 +1,159	+0.6%	+$54K	0.69%	30
2025 Q4	$9.34M	Buy	200,732 +21,452	+12%	+$1M	0.7%	34
2025 Q3	$8.37M	Buy	179,280 +123,370	+221%	+$5.71M	0.65%	37
2025 Q2	$2.58M	Sell	55,910 -642	-1%	-$29.3K	0.22%	64
2025 Q1	$2.61M	Buy	56,552 +13,400	+31%	+$611K	0.29%	60
2024 Q4	$1.95M	Buy	43,152 +18,307	+74%	+$840K	0.08%	102
2024 Q3	$1.17M	Buy	24,845 +13,306	+115%	+$617K	0.14%	79
2024 Q2	$522K	Buy	+11,539	New	+$519K	0.06%	103

Other funds holding IUSB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 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 $486M AUM 6.35% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Heck Capital Advisors's IUSB Position: Q3 2026 in Review

Heck Capital Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 1,479% in Q3 2026, buying an estimated $70.5M and bringing the position to 1,659,822 shares worth $73.2M. The position accounts for 4.01% of the portfolio, ranked #4.

Heck Capital Advisors first reported a position in IUSB in Q2 2024 and has held it in 10 quarters since. 574 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Heck Capital Advisors held 1,659,822 shares of iShares Core Universal USD Bond ETF worth $73.2M as of Q3 2026.
Heck Capital Advisors bought 1,554,682 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $70.5M.
iShares Core Universal USD Bond ETF made up 4.01% of Heck Capital Advisors's portfolio in Q3 2026, its #4 holding.
Heck Capital Advisors first reported a position in iShares Core Universal USD Bond ETF in Q2 2024 and has held it in 10 quarters since.
574 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Heck Capital Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.