Life Planning Partners
IUSB icon

Life Planning Partners’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Life Planning Partners’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 		$2.56M Sell
58,023
-13,616
-19% -$617K 2.04% 12
2026
Q2 		$3.31M Sell
71,639
-9,759
-12% -$450K 2.46% 10
2026
Q1 		$3.76M Sell
81,398
-191
-0.2% -$8.9K 2.87% 8
2025
Q4 		$3.8M Sell
81,589
-1,192
-1% -$55.7K 2.91% 8
2025
Q3 		$3.87M Sell
82,781
-3,679
-4% -$170K 2.82% 8
2025
Q2 		$4M Sell
86,460
-6,372
-7% -$291K 3.18% 8
2025
Q1 		$4.28M Sell
92,832
-4,091
-4% -$186K 3.87% 7
2024
Q4 		$4.38M Sell
96,923
-1,460
-1% -$67K 4.05% 5
2024
Q3 		$4.64M Buy
98,383
+2,361
+2% +$110K 4.14% 6
2024
Q2 		$4.34M Sell
96,022
-5,476
-5% -$246K 3.94% 6
2024
Q1 		$4.63M Sell
101,498
-2,841
-3% -$129K 4.61% 5
2023
Q4 		$4.81M Buy
+104,339
New +$4.61M 4.73% 5
2022
Q3 		$4.99M Sell
112,031
-1,863
-2% -$86.9K 5.71% 5
2022
Q2 		$5.33M Sell
113,894
-596
-0.5% -$28.3K 5.99% 4
2022
Q1 		$5.68M Buy
114,490
+1,980
+2% +$101K 5.78% 4
2021
Q4 		$5.98M Buy
+112,510
New +$5.97M 6.03% 3

Other funds holding IUSB

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Life Planning Partners's IUSB Position: Q3 2026 in Review

Life Planning Partners reduced its iShares Core Universal USD Bond ETF (IUSB) stake by 19% in Q3 2026, selling an estimated $617K and leaving 58,023 shares worth $2.56M. The position accounts for 2.04% of the portfolio, ranked #12.

Life Planning Partners first reported a position in IUSB in Q4 2021 and has held it in 16 quarters since. The position peaked at $5.98M in Q4 2021. 607 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

  • Life Planning Partners held 58,023 shares of iShares Core Universal USD Bond ETF worth $2.56M as of Q3 2026.
  • Life Planning Partners sold 13,616 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $617K.
  • iShares Core Universal USD Bond ETF made up 2.04% of Life Planning Partners's portfolio in Q3 2026, its #12 holding.
  • Life Planning Partners first reported a position in iShares Core Universal USD Bond ETF in Q4 2021 and has held it in 16 quarters since.
  • Life Planning Partners's iShares Core Universal USD Bond ETF position peaked at $5.98M in Q4 2021.
  • 607 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on Life Planning Partners's 13F filing for Q3 2026, filed 28 Oct 2026.