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

LifeGoal Wealth Advisors’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	$660K	Buy	14,973 +1,444	+11%	+$65.4K	0.2%	67
2026 Q2	$624K	Buy	13,529 +1,938	+17%	+$89.4K	0.29%	49
2026 Q1	$534K	Sell	11,591 -1,743	-13%	-$81.2K	0.31%	49
2025 Q4	$618K	Buy	13,334 +2,150	+19%	+$100K	0.41%	43
2025 Q3	$522K	Buy	11,184 +511	+5%	+$23.6K	0.43%	42
2025 Q2	$493K	Buy	+10,673	New	+$487K	0.47%	40

Other funds holding IUSB

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

LifeGoal Wealth Advisors's IUSB Position: Q3 2026 in Review

LifeGoal Wealth Advisors increased its iShares Core Universal USD Bond ETF (IUSB) stake by 11% in Q3 2026, buying an estimated $65.4K and bringing the position to 14,973 shares worth $660K. The position accounts for 0.2% of the portfolio, ranked #67.

LifeGoal Wealth Advisors first reported a position in IUSB in Q2 2025 and has held it in 6 quarters since. 28 funds tracked by Wall St. Rank hold IUSB as of Q3 2026.

LifeGoal Wealth Advisors held 14,973 shares of iShares Core Universal USD Bond ETF worth $660K as of Q3 2026.
LifeGoal Wealth Advisors bought 1,444 iShares Core Universal USD Bond ETF shares in Q3 2026, an estimated $65.4K.
iShares Core Universal USD Bond ETF made up 0.2% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #67 holding.
LifeGoal Wealth Advisors first reported a position in iShares Core Universal USD Bond ETF in Q2 2025 and has held it in 6 quarters since.
28 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.