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

Legacy 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	$2.31M	Buy	+52,283	New	+$2.37M	1.65%	14

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

Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return

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

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

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 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

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

Legacy Advisory Services opened a new position in iShares Core Universal USD Bond ETF (IUSB) in Q3 2026: 52,283 shares worth $2.31M. The stake represents 1.65% of the portfolio and ranks #14 among its holdings.

295 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Legacy Advisory Services held 52,283 shares of iShares Core Universal USD Bond ETF worth $2.31M as of Q3 2026.
iShares Core Universal USD Bond ETF was a new Legacy Advisory Services position in Q3 2026.
iShares Core Universal USD Bond ETF made up 1.65% of Legacy Advisory Services's portfolio in Q3 2026, its #14 holding.
295 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Legacy Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.