Ignite Planners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Ignite Planners’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	$610K	Sell	13,840 -98,752	-88%	-$4.48M	0.08%	254
2026 Q2	$5.21M	Buy	112,592 +2,671	+2%	+$123K	0.71%	32
2026 Q1	$5.09M	Buy	109,921 +4,579	+4%	+$213K	0.79%	27
2025 Q4	$4.91M	Buy	105,342 +627	+0.6%	+$29.3K	0.75%	31
2025 Q3	$4.89M	Sell	104,715 -4,235	-4%	-$196K	0.8%	30
2025 Q2	$4.99M	Buy	108,950 +6,559	+6%	+$299K	0.87%	26
2025 Q1	$4.69M	Buy	102,391 +7,870	+8%	+$359K	0.92%	23
2024 Q4	$4.27M	Buy	94,521 +3,636	+4%	+$167K	0.94%	27
2024 Q3	$4.28M	Buy	90,885 +3,241	+4%	+$150K	0.98%	25
2024 Q2	$3.98M	Buy	87,644 +12,628	+17%	+$568K	0.97%	25
2024 Q1	$3.39M	Buy	75,016 +20,657	+38%	+$940K	0.95%	26
2023 Q4	$2.49M	Buy	+54,359	New	+$2.4M	0.74%	29

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 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

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Ignite Planners's IUSB Position: Q3 2026 in Review

Ignite Planners reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 88% in Q3 2026, selling an estimated $4.48M and leaving 13,840 shares worth $610K. The position accounts for 0.08% of the portfolio, ranked #254.

Ignite Planners first reported a position in IUSB in Q4 2023 and has held it in 12 quarters since. The position peaked at $5.21M in Q2 2026. 188 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Ignite Planners held 13,840 shares of iShares Core Universal USD Bond ETF worth $610K as of Q3 2026.
Ignite Planners sold 98,752 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $4.48M.
iShares Core Universal USD Bond ETF made up 0.08% of Ignite Planners's portfolio in Q3 2026, its #254 holding.
Ignite Planners first reported a position in iShares Core Universal USD Bond ETF in Q4 2023 and has held it in 12 quarters since.
Ignite Planners's iShares Core Universal USD Bond ETF position peaked at $5.21M in Q2 2026.
188 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Ignite Planners's 13F filing for Q3 2026, filed 14 Oct 2026.