Kestra Advisory Services’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Kestra Advisory Services’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	$107M	Buy	2,423,130 +1,068,276	+79%	+$48.4M	0.3%	59
2026 Q2	$62.5M	Buy	1,354,854 +73,747	+6%	+$3.4M	0.2%	97
2026 Q1	$59.2M	Sell	1,281,107 -37,307	-3%	-$1.74M	0.22%	81
2025 Q4	$61.4M	Buy	1,318,414 +93,300	+8%	+$4.36M	0.25%	65
2025 Q3	$57.2M	Sell	1,225,114 -67,746	-5%	-$3.13M	0.26%	68
2025 Q2	$59.8M	Sell	1,292,860 -42,966	-3%	-$1.96M	0.29%	58
2025 Q1	$61.6M	Buy	1,335,826 +651,131	+95%	+$29.7M	0.3%	47
2024 Q4	$30.9M	Sell	684,695 -42,717	-6%	-$1.96M	0.17%	113
2024 Q3	$34.3M	Sell	727,412 -356,435	-33%	-$16.5M	0.19%	111
2024 Q2	$49M	Buy	1,083,847 +350,874	+48%	+$15.8M	0.27%	65
2024 Q1	$33.4M	Buy	732,973 +287,257	+64%	+$13.1M	0.22%	84
2023 Q4	$20.5M	Sell	445,716 -422,378	-49%	-$18.7M	0.17%	116
2023 Q3	$37.9M	Buy	868,094 +44,214	+5%	+$1.98M	0.37%	42
2023 Q2	$37.5M	Buy	823,880 +507,899	+161%	+$23.2M	0.38%	44
2023 Q1	$14.6M	Sell	315,981 -950,406	-75%	-$43.5M	0.16%	143
2022 Q4	$56.9M	Buy	1,266,387 +327,116	+35%	+$14.6M	0.51%	29
2022 Q3	$41.8M	Buy	939,271 +148,475	+19%	+$6.93M	0.45%	34
2022 Q2	$37M	Buy	790,796 +60,817	+8%	+$2.89M	0.38%	44
2022 Q1	$36.2M	Buy	729,979 +276,583	+61%	+$14.1M	0.38%	48
2021 Q4	$24M	Sell	453,396 -52,992	-10%	-$2.81M	0.24%	85
2021 Q3	$27M	Buy	506,388 +59,281	+13%	+$3.18M	0.27%	83
2021 Q2	$23.9M	Buy	447,107 +112,295	+34%	+$5.96M	0.27%	77
2021 Q1	$17.7M	Buy	334,812 +300,200	+867%	+$16.1M	0.22%	106
2020 Q4	$1.89M	Buy	34,612 +22,034	+175%	+$1.2M	0.02%	614
2020 Q3	$684K	Buy	+12,578	New	+$687K	0.01%	749

Other funds holding IUSB

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

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

Mason & Associates (Virginia) Newport News, Virginia $486M AUM 6.35% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Kestra Advisory Services's IUSB Position: Q3 2026 in Review

Kestra Advisory Services increased its iShares Core Universal USD Bond ETF (IUSB) stake by 79% in Q3 2026, buying an estimated $48.4M and bringing the position to 2,423,130 shares worth $107M. The position accounts for 0.3% of the portfolio, ranked #59.

Kestra Advisory Services first reported a position in IUSB in Q3 2020 and has held it in 25 quarters since. 453 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Kestra Advisory Services held 2,423,130 shares of iShares Core Universal USD Bond ETF worth $107M as of Q3 2026.
Kestra Advisory Services bought 1,068,276 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $48.4M.
iShares Core Universal USD Bond ETF made up 0.3% of Kestra Advisory Services's portfolio in Q3 2026, its #59 holding.
Kestra Advisory Services first reported a position in iShares Core Universal USD Bond ETF in Q3 2020 and has held it in 25 quarters since.
453 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.