KFA Private Wealth Group
IUSB icon

KFA Private Wealth Group’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

KFA Private Wealth Group’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 		$2.84M Sell
64,371
-1,887
-3% -$85.5K 0.67% 29
2026
Q2 		$3.06M Sell
66,258
-13,079
-16% -$603K 0.74% 26
2026
Q1 		$3.66M Buy
79,337
+5,132
+7% +$239K 0.88% 22
2025
Q4 		$3.45M Buy
74,205
+19,229
+35% +$899K 0.84% 24
2025
Q3 		$2.57M Buy
54,976
+1,267
+2% +$58.6K 0.73% 25
2025
Q2 		$2.48M Sell
53,709
-2,020
-4% -$92.2K 0.77% 25
2025
Q1 		$2.57M Buy
55,729
+5,497
+11% +$251K 0.9% 22
2024
Q4 		$2.27M Sell
50,232
-1,828
-4% -$83.9K 0.95% 24
2024
Q3 		$2.45M Sell
52,060
-4,575
-8% -$212K 1.17% 21
2024
Q2 		$2.56M Sell
56,635
-14,059
-20% -$632K 1.33% 19
2024
Q1 		$3.22M Buy
70,694
+10,221
+17% +$465K 1% 18
2023
Q4 		$2.79M Buy
60,473
+8,317
+16% +$368K 1% 18
2023
Q3 		$2.28M Sell
52,156
-35
-0.1% -$1.56K 0.95% 17
2023
Q2 		$2.37M Buy
52,191
+2,320
+5% +$106K 0.98% 17
2023
Q1 		$2.3M Buy
49,871
+1,978
+4% +$90.5K 1.05% 17
2022
Q4 		$2.15M Sell
47,893
-6,248
-12% -$279K 1.1% 16
2022
Q3 		$2.41M Sell
54,141
-4,749
-8% -$222K 1.28% 17
2022
Q2 		$2.76M Buy
58,890
+3,061
+5% +$145K 1.52% 14
2022
Q1 		$2.77M Sell
55,829
-2,104
-4% -$107K 1.39% 17
2021
Q4 		$3.07M Sell
57,933
-472
-0.8% -$25K 1.52% 15
2021
Q3 		$3.11M Buy
58,405
+1,449
+3% +$77.8K 1.7% 14
2021
Q2 		$3.05M Buy
56,956
+2,233
+4% +$119K 1.66% 14
2021
Q1 		$2.89M Buy
54,723
+3,581
+7% +$192K 1.68% 15
2020
Q4 		$2.79M Buy
51,142
+1,750
+4% +$95.1K 1.77% 16
2020
Q3 		$2.69M Buy
49,392
+24,183
+96% +$1.32M 2.01% 14
2020
Q2 		$1.37M Buy
+25,209
New +$1.35M 1.32% 15
2020
Q1 		– Sell
-41,569
Closed -$2.17M – 53
2019
Q4 		$2.17M Buy
+41,569
New +$2.17M 1.99% 10

Other funds holding IUSB

SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Mason & Associates (Virginia)
Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Pine Grove Financial Group
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

KFA Private Wealth Group's IUSB Position: Q3 2026 in Review

KFA Private Wealth Group reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 2.8% in Q3 2026, selling an estimated $85.5K and leaving 64,371 shares worth $2.84M. The position accounts for 0.67% of the portfolio, ranked #29.

KFA Private Wealth Group first reported a position in IUSB in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.66M in Q1 2026. 260 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • KFA Private Wealth Group held 64,371 shares of iShares Core Universal USD Bond ETF worth $2.84M as of Q3 2026.
  • KFA Private Wealth Group sold 1,887 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $85.5K.
  • iShares Core Universal USD Bond ETF made up 0.67% of KFA Private Wealth Group's portfolio in Q3 2026, its #29 holding.
  • KFA Private Wealth Group first reported a position in iShares Core Universal USD Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • KFA Private Wealth Group's iShares Core Universal USD Bond ETF position peaked at $3.66M in Q1 2026.
  • 260 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.