Hobbs Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Hobbs Wealth 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	$3.2M	Buy	72,681 +12,778	+21%	+$579K	2.63%	11
2026 Q2	$2.76M	Buy	59,903 +24,139	+67%	+$1.11M	2.34%	13
2026 Q1	$1.65M	Buy	35,764 +6,732	+23%	+$314K	1.63%	15
2025 Q4	$1.35M	Buy	29,032 +2,938	+11%	+$137K	1.32%	15
2025 Q3	$1.22M	Sell	26,094 -9,834	-27%	-$455K	1.02%	19
2025 Q2	$1.66M	Sell	35,928 -7,328	-17%	-$334K	1.59%	14
2025 Q1	$1.99M	Sell	43,256 -3,800	-8%	-$173K	2.21%	13
2024 Q4	$2.13M	Buy	+47,056	New	+$2.16M	2.43%	10

Other funds holding IUSB

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

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

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Hobbs Wealth Management's IUSB Position: Q3 2026 in Review

Hobbs Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 21% in Q3 2026, buying an estimated $579K and bringing the position to 72,681 shares worth $3.2M. The position accounts for 2.63% of the portfolio, ranked #11.

Hobbs Wealth Management first reported a position in IUSB in Q4 2024 and has held it in 8 quarters since. 459 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Hobbs Wealth Management held 72,681 shares of iShares Core Universal USD Bond ETF worth $3.2M as of Q3 2026.
Hobbs Wealth Management bought 12,778 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $579K.
iShares Core Universal USD Bond ETF made up 2.63% of Hobbs Wealth Management's portfolio in Q3 2026, its #11 holding.
Hobbs Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 8 quarters since.
459 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Hobbs Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.