Key Financial Inc’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Key Financial Inc’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	$128K	Buy	2,899 +220	+8%	+$10K	0.02%	374
2026 Q2	$124K	Sell	2,679 -89	-3%	-$4.1K	0.02%	384
2026 Q1	$128K	Buy	2,768 +455	+20%	+$21.2K	0.02%	364
2025 Q4	$108K	Buy	2,313 +982	+74%	+$45.9K	0.02%	380
2025 Q3	$62.1K	Buy	1,331 +146	+12%	+$6.75K	0.01%	477
2025 Q2	$54.8K	Buy	1,185 +275	+30%	+$12.5K	0.01%	474
2025 Q1	$41.9K	Hold	910	–	–	0.01%	506
2024 Q4	$41.1K	Buy	910 +217	+31%	+$10K	0.01%	507
2024 Q3	$32.7K	Hold	693	–	–	0.01%	553
2024 Q2	$31.3K	Hold	693	–	–	0.01%	556
2024 Q1	$31.6K	Hold	693	–	–	0.01%	519
2023 Q4	$31.9K	Hold	693	–	–	0.01%	500
2023 Q3	$30.3K	Hold	693	–	–	0.01%	486
2023 Q2	$31.5K	Buy	693 +360	+108%	+$16.5K	0.01%	484
2023 Q1	$15.4K	Hold	333	–	–	0.01%	592
2022 Q4	$14.8K	Hold	333	–	–	0.01%	546
2022 Q3	$15K	Buy	333 +91	+38%	+$4.24K	0.01%	550
2022 Q2	$11K	Hold	242	–	–	0.01%	608
2022 Q1	$12K	Hold	242	–	–	0.01%	589
2021 Q4	$13K	Hold	242	–	–	0.01%	551
2021 Q3	$13K	Hold	242	–	–	0.01%	529
2021 Q2	$13K	Buy	+242	New	+$12.9K	0.01%	526

Other funds holding IUSB

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

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

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

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 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

Key Financial Inc's IUSB Position: Q3 2026 in Review

Key Financial Inc increased its iShares Core Universal USD Bond ETF (IUSB) stake by 8.2% in Q3 2026, buying an estimated $10K and bringing the position to 2,899 shares worth $128K. The position accounts for 0.02% of the portfolio, ranked #374.

Key Financial Inc first reported a position in IUSB in Q2 2021 and has held it in 22 quarters since. The position peaked at $128K in Q1 2026. 533 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Key Financial Inc held 2,899 shares of iShares Core Universal USD Bond ETF worth $128K as of Q3 2026.
Key Financial Inc bought 220 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $10K.
iShares Core Universal USD Bond ETF made up 0.02% of Key Financial Inc's portfolio in Q3 2026, its #374 holding.
Key Financial Inc first reported a position in iShares Core Universal USD Bond ETF in Q2 2021 and has held it in 22 quarters since.
Key Financial Inc's iShares Core Universal USD Bond ETF position peaked at $128K in Q1 2026.
533 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.