HORAN Wealth
IUSB icon

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

HORAN Wealth’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 		$408K Sell
9,263
-3,409
-27% -$155K 0.04% 194
2026
Q2 		$585K Buy
12,672
+6,790
+115% +$313K 0.07% 135
2026
Q1 		$274K Hold
5,882
– – 0.03% 166
2025
Q4 		$274K Buy
5,882
+291
+5% +$13.6K 0.04% 145
2025
Q3 		$261K Buy
+5,591
New +$259K 0.04% 165

Other funds holding IUSB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

HORAN Wealth's IUSB Position: Q3 2026 in Review

HORAN Wealth reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 27% in Q3 2026, selling an estimated $155K and leaving 9,263 shares worth $408K. The position accounts for 0.04% of the portfolio, ranked #194.

HORAN Wealth first reported a position in IUSB in Q3 2025 and has held it in 5 quarters since. The position peaked at $585K in Q2 2026. 786 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • HORAN Wealth held 9,263 shares of iShares Core Universal USD Bond ETF worth $408K as of Q3 2026.
  • HORAN Wealth sold 3,409 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $155K.
  • iShares Core Universal USD Bond ETF made up 0.04% of HORAN Wealth's portfolio in Q3 2026, its #194 holding.
  • HORAN Wealth first reported a position in iShares Core Universal USD Bond ETF in Q3 2025 and has held it in 5 quarters since.
  • HORAN Wealth's iShares Core Universal USD Bond ETF position peaked at $585K in Q2 2026.
  • 786 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on HORAN Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.