Hoese & Co’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Hoese & Co’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	$1.81M	Sell	41,074 -892	-2%	-$40.4K	1.19%	16
2026 Q2	$1.94M	Sell	41,966 -1,293	-3%	-$59.6K	1.26%	16
2026 Q1	$2M	Sell	43,259 -18,184	-30%	-$847K	1.48%	16
2025 Q4	$2.86M	Sell	61,443 -70,424	-53%	-$3.29M	2.04%	13
2025 Q3	$6.16M	Sell	131,867 -7,720	-6%	-$357K	4.71%	7
2025 Q2	$6.45M	Sell	139,587 -8,674	-6%	-$396K	5.2%	7
2025 Q1	$6.83M	Sell	148,261 -4,081	-3%	-$186K	5.92%	5
2024 Q4	$6.89M	Sell	152,342 -1,675	-1%	-$76.9K	5.98%	5
2024 Q3	$7.26M	Sell	154,017 -4,960	-3%	-$230K	6.08%	5
2024 Q2	$7.15M	Buy	158,977 +41,237	+35%	+$1.85M	6.24%	6
2024 Q1	$5.34M	Buy	117,740 +3,884	+3%	+$177K	4.87%	7
2023 Q4	$5.09M	Buy	113,856 +2,200	+2%	+$97.2K	4.99%	7
2023 Q3	$4.88M	Buy	111,656 +77,796	+230%	+$3.48M	5%	7
2023 Q2	$1.54M	Hold	33,860	–	–	1.45%	17
2023 Q1	$1.53M	Buy	+33,860	New	+$1.55M	1.73%	15

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

Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 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

Hoese & Co's IUSB Position: Q3 2026 in Review

Hoese & Co reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 2.1% in Q3 2026, selling an estimated $40.4K and leaving 41,074 shares worth $1.81M. The position accounts for 1.19% of the portfolio, ranked #16.

Hoese & Co first reported a position in IUSB in Q1 2023 and has held it in 15 quarters since. The position peaked at $7.26M in Q3 2024. 295 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Hoese & Co held 41,074 shares of iShares Core Universal USD Bond ETF worth $1.81M as of Q3 2026.
Hoese & Co sold 892 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $40.4K.
iShares Core Universal USD Bond ETF made up 1.19% of Hoese & Co's portfolio in Q3 2026, its #16 holding.
Hoese & Co first reported a position in iShares Core Universal USD Bond ETF in Q1 2023 and has held it in 15 quarters since.
Hoese & Co's iShares Core Universal USD Bond ETF position peaked at $7.26M in Q3 2024.
295 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Hoese & Co's 13F filing for Q3 2026, filed 21 Oct 2026.