KWB Wealth’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

KWB Wealth’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	$29.4M	Buy	667,944 +133,966	+25%	+$6.07M	2.52%	7
2026 Q2	$24.6M	Buy	533,978 +86,245	+19%	+$3.98M	2.11%	13
2026 Q1	$20.8M	Sell	447,733 -8,632	-2%	-$402K	2.06%	14
2025 Q4	$21.2M	Sell	456,365 -33,323	-7%	-$1.56M	2.01%	14
2025 Q3	$22.6M	Buy	489,688 +38,681	+9%	+$1.79M	2.5%	11
2025 Q2	$20.8M	Buy	451,007 +196,201	+77%	+$8.95M	2.53%	10
2025 Q1	$11.5M	Sell	254,806 -76,914	-23%	-$3.51M	1.39%	17
2024 Q4	$15.6M	Buy	331,720 +113,195	+52%	+$5.2M	1.94%	12
2024 Q3	$9.9M	Buy	218,525 +18,016	+9%	+$836K	1.29%	18
2024 Q2	$9.14M	Sell	200,509 -3,237	-2%	-$146K	1.26%	18
2024 Q1	$9.29M	Buy	+203,746	New	+$9.27M	1.25%	19

Other funds holding IUSB

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

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

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

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

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

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

KWB Wealth's IUSB Position: Q3 2026 in Review

KWB Wealth increased its iShares Core Universal USD Bond ETF (IUSB) stake by 25% in Q3 2026, buying an estimated $6.07M and bringing the position to 667,944 shares worth $29.4M. The position accounts for 2.52% of the portfolio, ranked #7.

KWB Wealth first reported a position in IUSB in Q1 2024 and has held it in 11 quarters since. 187 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

KWB Wealth held 667,944 shares of iShares Core Universal USD Bond ETF worth $29.4M as of Q3 2026.
KWB Wealth bought 133,966 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $6.07M.
iShares Core Universal USD Bond ETF made up 2.52% of KWB Wealth's portfolio in Q3 2026, its #7 holding.
KWB Wealth first reported a position in iShares Core Universal USD Bond ETF in Q1 2024 and has held it in 11 quarters since.
187 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.