Johnson Bixby & Associates’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Johnson Bixby & Associates’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	$48.8M	Buy	1,106,135 +80,823	+8%	+$3.66M	5.32%	6
2026 Q2	$47.3M	Buy	1,025,312 +50,788	+5%	+$2.34M	5.28%	5
2026 Q1	$45M	Buy	974,524 +46,083	+5%	+$2.15M	5.58%	6
2025 Q4	$43.2M	Buy	+928,441	New	+$43.4M	5.36%	5

Other funds holding IUSB

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

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

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

PGFG

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

ACA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Johnson Bixby & Associates's IUSB Position: Q3 2026 in Review

Johnson Bixby & Associates increased its iShares Core Universal USD Bond ETF (IUSB) stake by 7.9% in Q3 2026, buying an estimated $3.66M and bringing the position to 1,106,135 shares worth $48.8M. The position accounts for 5.32% of the portfolio, ranked #6.

Johnson Bixby & Associates first reported a position in IUSB in Q4 2025 and has held it in 4 quarters since. 106 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Johnson Bixby & Associates held 1,106,135 shares of iShares Core Universal USD Bond ETF worth $48.8M as of Q3 2026.
Johnson Bixby & Associates bought 80,823 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $3.66M.
iShares Core Universal USD Bond ETF made up 5.32% of Johnson Bixby & Associates's portfolio in Q3 2026, its #6 holding.
Johnson Bixby & Associates first reported a position in iShares Core Universal USD Bond ETF in Q4 2025 and has held it in 4 quarters since.
106 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Johnson Bixby & Associates's 13F filing for Q3 2026, filed 14 Oct 2026.