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

Independent Wealth Network’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	$485K	Buy	11,000 +60	+0.5%	+$2.72K	0.12%	186
2026 Q2	$505K	Buy	10,940 +3,888	+55%	+$179K	0.13%	180
2026 Q1	$326K	Buy	7,052 +32	+0.5%	+$1.49K	0.1%	210
2025 Q4	$327K	Buy	7,020 +2,108	+43%	+$98.5K	0.1%	195
2025 Q3	$229K	Buy	+4,912	New	+$227K	0.07%	240
2024 Q4	–	Sell	-6,318	Closed	-$298K	–	244
2024 Q3	$298K	Sell	6,318 -427	-6%	-$19.8K	0.13%	171
2024 Q2	$305K	Sell	6,745 -539	-7%	-$24.2K	0.14%	165
2024 Q1	$332K	Buy	7,284 +276	+4%	+$12.6K	0.16%	157
2023 Q4	$323K	Buy	7,008 +175	+3%	+$7.74K	0.17%	143
2023 Q3	$299K	Sell	6,833 -224	-3%	-$10K	0.18%	137
2023 Q2	$321K	Buy	+7,057	New	+$323K	0.19%	137

Other funds holding IUSB

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

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

Independent Wealth Network's IUSB Position: Q3 2026 in Review

Independent Wealth Network increased its iShares Core Universal USD Bond ETF (IUSB) stake by 0.55% in Q3 2026, buying an estimated $2.72K and bringing the position to 11,000 shares worth $485K. The position accounts for 0.12% of the portfolio, ranked #186.

Independent Wealth Network first reported a position in IUSB in Q2 2023 and has held it in 11 quarters since. The position peaked at $505K in Q2 2026. 786 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Independent Wealth Network held 11,000 shares of iShares Core Universal USD Bond ETF worth $485K as of Q3 2026.
Independent Wealth Network bought 60 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $2.72K.
iShares Core Universal USD Bond ETF made up 0.12% of Independent Wealth Network's portfolio in Q3 2026, its #186 holding.
Independent Wealth Network first reported a position in iShares Core Universal USD Bond ETF in Q2 2023 and has held it in 11 quarters since.
Independent Wealth Network's iShares Core Universal USD Bond ETF position peaked at $505K in Q2 2026.
786 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.