Investors Research Corp’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Investors Research Corp’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	$19.8K	Buy	448 +1	+0.2%	+$45	﹤0.01%	476
2026 Q2	$20.6K	Sell	447 -944	-68%	-$43.5K	﹤0.01%	467
2026 Q1	$64.3K	Hold	1,391	–	–	0.01%	375
2025 Q4	$64.7K	Hold	1,391	–	–	0.01%	410
2025 Q3	$65K	Buy	1,391 +734	+112%	+$33.9K	0.01%	417
2025 Q2	$30.4K	Hold	657	–	–	0.01%	523
2025 Q1	$30.3K	Buy	657 +447	+213%	+$20.4K	0.01%	527
2024 Q4	$9.49K	Hold	210	–	–	﹤0.01%	677
2024 Q3	$9.89K	Hold	210	–	–	﹤0.01%	685
2024 Q2	$9.5K	Hold	210	–	–	﹤0.01%	718
2024 Q1	$9.57K	Hold	210	–	–	﹤0.01%	722
2023 Q4	$9.68K	Hold	210	–	–	﹤0.01%	745
2023 Q3	$9.18K	Hold	210	–	–	﹤0.01%	754
2023 Q2	$9.55K	Hold	210	–	–	﹤0.01%	763
2023 Q1	$9.69K	Hold	210	–	–	﹤0.01%	777
2022 Q4	$9.44K	Hold	210	–	–	﹤0.01%	773
2022 Q3	$9K	Hold	210	–	–	﹤0.01%	761
2022 Q2	$10K	Hold	210	–	–	﹤0.01%	763
2022 Q1	$10K	Hold	210	–	–	﹤0.01%	763
2021 Q4	$11K	Hold	210	–	–	﹤0.01%	756
2021 Q3	$11K	Hold	210	–	–	﹤0.01%	765
2021 Q2	$11K	Buy	+210	New	+$11.2K	﹤0.01%	761

Other funds holding IUSB

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Investors Research Corp's IUSB Position: Q3 2026 in Review

Investors Research Corp increased its iShares Core Universal USD Bond ETF (IUSB) stake by 0.22% in Q3 2026, buying an estimated $45 and bringing the position to 448 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Investors Research Corp first reported a position in IUSB in Q2 2021 and has held it in 22 quarters since. The position peaked at $65K in Q3 2025. 28 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Investors Research Corp held 448 shares of iShares Core Universal USD Bond ETF worth $19.8K as of Q3 2026.
Investors Research Corp bought 1 iShares Core Universal USD Bond ETF share in Q3 2026, an estimated $45.
iShares Core Universal USD Bond ETF made up ﹤0.01% of Investors Research Corp's portfolio in Q3 2026, its #476 holding.
Investors Research Corp first reported a position in iShares Core Universal USD Bond ETF in Q2 2021 and has held it in 22 quarters since.
Investors Research Corp's iShares Core Universal USD Bond ETF position peaked at $65K in Q3 2025.
28 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.