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

Leslie Global 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	$11.3M	Buy	255,645 +31,116	+14%	+$1.41M	4.15%	6
2026 Q2	$10.4M	Buy	+224,529	New	+$10.4M	4.04%	6
2025 Q2	–	Sell	-249,866	Closed	-$11.5M	–	76
2025 Q1	$11.5M	Sell	249,866 -4,527	-2%	-$206K	5.61%	4
2024 Q4	$11.5M	Buy	+254,393	New	+$11.7M	5.34%	4

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

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

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

Leslie Global Wealth's IUSB Position: Q3 2026 in Review

Leslie Global Wealth increased its iShares Core Universal USD Bond ETF (IUSB) stake by 14% in Q3 2026, buying an estimated $1.41M and bringing the position to 255,645 shares worth $11.3M. The position accounts for 4.15% of the portfolio, ranked #6.

Leslie Global Wealth first reported a position in IUSB in Q4 2024 and has held it in 4 quarters since. The position peaked at $11.5M in Q1 2025. 400 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

Leslie Global Wealth held 255,645 shares of iShares Core Universal USD Bond ETF worth $11.3M as of Q3 2026.
Leslie Global Wealth bought 31,116 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $1.41M.
iShares Core Universal USD Bond ETF made up 4.15% of Leslie Global Wealth's portfolio in Q3 2026, its #6 holding.
Leslie Global Wealth first reported a position in iShares Core Universal USD Bond ETF in Q4 2024 and has held it in 4 quarters since.
Leslie Global Wealth's iShares Core Universal USD Bond ETF position peaked at $11.5M in Q1 2025.
400 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Leslie Global Wealth's 13F filing for Q3 2026, filed 26 Oct 2026.